Civic Intelligence

The Catholic Community Foundation of Santa Clara County

990 • Fiscal year 2014 • EIN 83-0400149

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileWWW.CFOSCC.ORG

View Organization Page

777 North First Street No 490San Jose, CA 95112

(408) 995-5219

Siviq Scores

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

Liabilities / Assets

38th percentile

0.20x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

2.05x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$213,947

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

49th percentile

4.8%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

91%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Flat

$44,650,411

Flat from 2014

Net Assets

Flat

$35,559,064

Flat from 2014

Liabilities

Flat

$9,091,347

Flat from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

Flat

$4,437,253

Flat from 2014

Expenses

Flat

$2,088,135

Flat from 2014

Net Income

Flat

$2,349,118

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200M$150M$100M$50M$0Assets 2011: $32,398,775Liabilities 2011: $2,295,141Net Assets 2011: $30,103,6342011Assets 2012: $31,736,378Liabilities 2012: $1,264,638Net Assets 2012: $30,471,7402012Assets 2013: $42,594,488Liabilities 2013: $8,468,001Net Assets 2013: $34,126,4872013Assets 2014: $44,650,411Liabilities 2014: $9,091,347Net Assets 2014: $35,559,0642014Assets 2014: $44,650,411Liabilities 2014: $9,091,347Net Assets 2014: $35,559,0642014Assets 2015: $42,714,779Liabilities 2015: $8,578,329Net Assets 2015: $34,136,4502015Assets 2016: $44,641,284Liabilities 2016: $8,949,463Net Assets 2016: $35,691,8212016Assets 2017: $54,905,880Liabilities 2017: $10,116,227Net Assets 2017: $44,789,6532017Assets 2018: $52,905,106Liabilities 2018: $9,322,139Net Assets 2018: $43,582,9672018Assets 2019: $87,961,486Liabilities 2019: $29,695,709Net Assets 2019: $58,265,7772019Assets 2020: $127,024,002Liabilities 2020: $32,924,312Net Assets 2020: $94,099,6902020Assets 2021: $151,557,808Liabilities 2021: $38,375,732Net Assets 2021: $113,182,0762021Assets 2022: $131,022,050Liabilities 2022: $31,880,026Net Assets 2022: $99,142,0242022Assets 2023: $154,485,161Liabilities 2023: $41,940,696Net Assets 2023: $112,544,4652023Assets 2024: $159,487,731Liabilities 2024: $47,023,234Net Assets 2024: $112,464,4972024

Highlighted filing

2014

Assets$44,650,411
Liabilities$9,091,347
Net Assets$35,559,064
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,513,323Expenses 2011: $5,914,329Net Income 2011: -$3,401,0062011Revenue 2012: $1,548,816Expenses 2012: $3,062,080Net Income 2012: -$1,513,2642012Revenue 2013: $2,325,460Expenses 2013: $1,867,211Net Income 2013: $458,2492013Revenue 2014: $4,437,253Expenses 2014: $2,088,135Net Income 2014: $2,349,1182014Revenue 2014: $4,437,253Expenses 2014: $2,088,135Net Income 2014: $2,349,1182014Revenue 2015: $3,293,296Expenses 2015: $2,409,429Net Income 2015: $883,8672015Revenue 2016: $2,276,901Expenses 2016: $3,386,466Net Income 2016: -$1,109,5652016Revenue 2017: $6,933,232Expenses 2017: $2,654,763Net Income 2017: $4,278,4692017Revenue 2018: $7,501,749Expenses 2018: $3,237,834Net Income 2018: $4,263,9152018Revenue 2019: $11,776,808Expenses 2019: $3,538,250Net Income 2019: $8,238,5582019Revenue 2020: $44,480,870Expenses 2020: $5,190,779Net Income 2020: $39,290,0912020Revenue 2021: $21,591,960Expenses 2021: $5,907,790Net Income 2021: $15,684,1702021Revenue 2022: $6,107,291Expenses 2022: $8,631,004Net Income 2022: -$2,523,7132022Revenue 2023: $14,246,626Expenses 2023: $11,824,547Net Income 2023: $2,422,0792023Revenue 2024: $10,577,607Expenses 2024: $14,230,143Net Income 2024: -$3,652,5362024

Highlighted filing

2014

Revenue$4,437,253
Expenses$2,088,135
Net Income$2,349,118
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$80,871,966
Mission and Program Overview

Mission

Develops, acquires, and distributes funds that provide support to parish, educational, religious, charitable and other organizations comprising the Catholic community of the county.

Develops, acquires and distributes funds that provide support to parish, educational, religious, charitable and other organizations comprising the catholic community of the county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,234,795$31,121,925▼ $9,112,870
Investments Other Securities-$11,378,082-
Savings and Temporary Cash Investments$450,733$759,137▲ $308,404
Pledges and Grants Receivable$1,065,662$695,918▼ $369,744
Other Notes and Loans Receivable, Net$657,373$571,373▼ $86,000
Prepaid Expenses and Deferred Charges$27,005$43,665▲ $16,660
Land, Buildings, and Equipment, Net$36,948$23,939▼ $13,009
Total Assets$42,594,488$44,650,411▲ $2,055,923
Other Assets Total$121,972$56,372▼ $65,600
Liabilities
Other Liabilities$8,378,051$9,006,717▲ $628,666
Accounts Payable and Accrued Expenses$82,885$84,630▲ $1,745
Grants Payable$7,065$0▼ $7,065
Total Liabilities$8,468,001$9,091,347▲ $623,346
Net Assets / Fund Balance
Unrestricted Net Assets$27,015,746$28,243,974▲ $1,228,228
Permanently Rstr Net Assets$6,148,386$6,494,611▲ $346,225
Temporarily Rstr Net Assets$962,355$820,479▼ $141,876
Total Net Assets Fund Balance$34,126,487$35,559,064▲ $1,432,577
Total Liabilities and Net Assets / Fund Balance$42,594,488$44,650,411▲ $2,055,923

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,939$78,353-
Other Securities$11,378,082--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$25,254,805$31,655▲ $22,690$933,439$24,606,714
2013$23,032,978$121,193▲ $2,930,560$829,926$25,254,805
2012$21,029,662$726,833▲ $2,072,814$796,331$23,032,978
2011$21,006,287$770,494▲ $17,605$764,725$21,029,661
2010$18,898,266$1,294,633▲ $1,586,888$773,500$21,006,287
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Quilici AumackExecutive DirectorFT$180,000$33,947$213,947

Board Members and Trustees

NameTitle
Ronald G PelzelBoard Chair
Charmaine WarmenhovenBoard Member
Felipe LunaBoard Member
Gerry FerrariBoard Member
Jerome BellottiBoard Member
Jim CashmanBoard Member
John SobratoBoard Member
Kathleen MullerBoard Member
Tom CrottyBoard Member
Thomas HoganSecretary
Patrick WaiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,814,517
Program Service Revenue
$0
Investment Income
$1,621,234
Other Revenue
$1,502
All Other Contributions
$2,814,517
Change in Net Assets
$2,349,118

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$2,308,913Fair Market Value
Total Noncash Contributions5$2,308,913-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,316,814
Revenue Not Reported on Financial Statements
$120,439
Revenue Not Reported on Form 990
$-916,541
Total Revenue per Audited Statements
$3,400,273
Total Revenue per Form 990
$4,437,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,252,678
Salaries, Compensation, and Employee Benefits$485,252
Other Expenses$350,205
Total Fundraising Expense$235,702
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,252,678--$1,252,678
Other Salaries and Wages$104,084$79,330$47,458$230,872
Current Officers, Directors, Trustees, and Key Employees$39,035$58,553$97,588$195,176
Fees for Service Investment Mgmnt Fees$29,423$91,016-$120,439
Other Employee Benefits$7,818$14,240$9,945$32,003
Fees for Services Accounting-$31,150-$31,150
Payroll Taxes$6,645$11,072$9,484$27,201
Occupancy$6,469$14,221$5,791$26,481
Fees for Services Legal--$18,869$18,869
Fees for Services Other$8,920$4,633$4,090$17,643
Depreciation Depletion$3,178$9,830-$13,008
Insurance$2,773$5,526$3,051$11,350
All Other Expenses$1,229$3,802-$5,031
Other Expenses$1,040$2,366$844$4,250
Travel$927$2,867-$3,794
Total Functional Expenses$1,488,206$364,227$235,702$2,088,135

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,088,135
Expenses per Audited Statements$1,967,696
Total Expenses per Audited Statements$1,967,696
Expenses Not Reported on Financial Statements$120,439
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Diocese of San JoseSan Jose, CA501(c)(3)General Financial Support$996,155

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments in Hedge FundsTo Achieve Consistent Positive Returns With Reduced Risk00-
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
Beneficial Endowment$8,453,114
Deferred Revenue$391,603
Beneficial Interest Payable$162,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 7A

“The bishop of the diocese of san jose can appoint up to one board member less than a majority.”

Form 990, Part VI, Section A, Line 8B

“Committees make verbal and written reports to the full board. Minutes are recorded for all board meetings.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed and approved by the audit committee before presentation to the board.”

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

“Employees sign to confirm receipt and acceptance of the employee manual. The board members sign a conflict of interest annual disclosure form.”

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

“The board researched similar organizations in the area to determine reasonable salaries in addition to the utilization of salary surveys.”

Form 990, Part VI, Section C, Line 19

“The organization publishes their financial statements along with key policies on their website.”

Filing and Contact Details

Filer

Filer Name
The Catholic Community Foundation of
EIN
83-0400149
Phone
4089955219
Address
777 NORTH FIRST STREET NO 490, SAN JOSE, CA 95112

Signing Officer

Name
Ronald G Pelzel
Title
Board Chair
Phone
4089955219
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald G Pelzel
Formed
2004
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
11

Preparer

Firm
Delucchi Hawn Llp
Address
333 W SANTA CLARA ST STE 750, SAN JOSE, CA 95113-1716
Preparer
Peter J Malutta
Phone
4082862200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in bad debt reserves 160,127.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has received various permanently restricted gifts that require the foundation to retain the corpus and spend the income in accordance with the foundation's spending policy. In addition, the foundation has funded board designated endowments that will follow the same policies.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment to allowance for uncollectible pledge 160,127.”

Raw XML AppendixShowing 400 of 615 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/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0693000
IRS990/GrantsPayableGrp/BOYAmt07065
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01252678
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01252678
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt077361648
IRS990/GrossReceiptsAmt080871966
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt03051
IRS990/InsuranceGrp/ManagementAndGeneralAmt05526
IRS990/InsuranceGrp/ProgramServicesAmt02773
IRS990/InsuranceGrp/TotalAmt011350
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0694299
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0694299
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011378082
IRS990/InvestmentsPubTradedSecGrp/BOYAmt040234795
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031121925
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt078353
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036948
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023939
IRS990/LandBldgEquipCostOrOtherBssAmt0102292
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt076434713
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034126487
IRS990/NetAssetsOrFundBalancesEOYAmt035559064
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0926935
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0926935
IRS990/NetUnrelatedBusTxblIncmAmt012930
IRS990/NetUnrlzdGainsLossesInvstAmt0-1076668
IRS990/NoncashContributionsAmt02308913
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05791
IRS990/OccupancyGrp/ManagementAndGeneralAmt014221
IRS990/OccupancyGrp/ProgramServicesAmt06469
IRS990/OccupancyGrp/TotalAmt026481
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0121972
IRS990/OtherAssetsTotalGrp/EOYAmt056372
IRS990/OtherChangesInNetAssetsAmt0160127
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09945
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014240
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07818
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032003
IRS990/OtherExpensesGrp/Desc0PRINTING AND REPRODUCTI
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATION
IRS990/OtherExpensesGrp/Desc2FINANCIAL AND ADMINISTR
IRS990/OtherExpensesGrp/Desc3OFFICE SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt029422
IRS990/OtherExpensesGrp/FundraisingAmt18770
IRS990/OtherExpensesGrp/FundraisingAmt2390
IRS990/OtherExpensesGrp/FundraisingAmt3844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0847
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32366
IRS990/OtherExpensesGrp/ProgramServicesAmt09785
IRS990/OtherExpensesGrp/ProgramServicesAmt19680
IRS990/OtherExpensesGrp/ProgramServicesAmt24522
IRS990/OtherExpensesGrp/ProgramServicesAmt31040
IRS990/OtherExpensesGrp/TotalAmt040054
IRS990/OtherExpensesGrp/TotalAmt139625
IRS990/OtherExpensesGrp/TotalAmt218511
IRS990/OtherExpensesGrp/TotalAmt34250
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt08378051
IRS990/OtherLiabilitiesGrp/EOYAmt09006717
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01502
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01502
IRS990/OtherRevenueTotalAmt01502
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047458
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079330
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0104084
IRS990/OtherSalariesAndWagesGrp/TotalAmt0230872
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0657373
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0571373
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09484
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011072
IRS990/PayrollTaxesGrp/ProgramServicesAmt06645
IRS990/PayrollTaxesGrp/TotalAmt027201
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06148386
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06494611
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01065662
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0695918
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027005
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043665
IRS990/PrincipalOfficerNm0RONALD G PELZEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF CATHOLIC MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0513999
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0432652
IRS990/ProgSrvcAccomActy3Grp/Desc0UPKEEP AND PRESERVATION OF THE CATHEDRAL BASILICA OF ST. JOSEPH
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt079526
IRS990/ProgSrvcAccomActy3Grp/GrantAmt066940
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT OF CATHOLIC COMMUNITIES THE SANTA CLARA COUNTY, CALIFORNIA
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt071383
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt060086
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01452702
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01109520
IRS990/PYInvestmentIncomeAmt0868108
IRS990/PYOtherExpensesAmt0379011
IRS990/PYOtherRevenueAmt04650
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0458249
IRS990/PYSalariesCompEmpBnftPaidAmt0378680
IRS990/PYTotalExpensesAmt01867211
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02325460
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02349118
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0450733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0759137
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02814517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01452702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0602070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01544035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01262528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07675852
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0694299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0931466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0948697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0977617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0868707
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04420786
IRS990ScheduleA/PublicSupportCY170Pct00.63450
IRS990ScheduleA/PublicSupportPY170Pct00.61270
IRS990ScheduleA/PublicSupportTotal170Amt07675852
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02814517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01452702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0602070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01544035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01262528
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07675852
IRS990ScheduleA/TotalSupportAmt012096638
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.72040
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025254805
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt031655
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024606714
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022690
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0933439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023032978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0121193
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025254805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02930560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0829926
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021029662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0726833
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023032978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02072814
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0796331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021006287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0770494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021029661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0764725
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt018898266
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01294633
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021006287
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01586888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0773500
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt02393244
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt037250
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02598388

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,650,411
Liabilities
$9,091,347
Net assets
$35,559,064
Revenue
$4,437,253
Expenses
$2,088,135
Net income
$2,349,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$47.0$112$10.6$14.2$3.65
2023Summary only. Only limited summary data is available for this year.$154$41.9$113$14.2$11.8$2.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$131$31.9$99.1$6.11$8.63$2.52
2021Summary only. Only limited summary data is available for this year.$152$38.4$113$21.6$5.91$15.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$32.9$94.1$44.5$5.19$39.3
2019Summary only. Only limited summary data is available for this year.$88.0$29.7$58.3$11.8$3.54$8.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$9.32$43.6$7.50$3.24$4.26
2017Summary only. Only limited summary data is available for this year.$54.9$10.1$44.8$6.93$2.65$4.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.6$8.95$35.7$2.28$3.39$1.11
2015Detailed filing. Detailed filing data is available for this year.$42.7$8.58$34.1$3.29$2.41$0.88
2014Detailed filing. Detailed filing data is available for this year.$44.7$9.09$35.6$4.44$2.09$2.35
2014Summary only. Only limited summary data is available for this year.$44.7$9.09$35.6$4.44$2.09$2.35
2013Detailed filing. Detailed filing data is available for this year.$42.6$8.47$34.1$2.33$1.87$0.46
2012Summary only. Only limited summary data is available for this year.$31.7$1.26$30.5$1.55$3.06$1.51
2011Summary only. Only limited summary data is available for this year.$32.4$2.30$30.1$2.51$5.91$3.40