Civic Intelligence

Montrose Community Foundation

990 • Fiscal year 2021 • EIN 84-1128761

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.MONTROSECF.COM
PO Box 3020Montrose, CO 81402

(970) 901-6575

Siviq Scores

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

Liabilities / Assets

66th percentile

0.27x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

1.13x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

59th percentile

18%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

29th percentile

$65,250

Higher top officer pay than 29% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

72nd percentile

22%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

11%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$5,671,195

Up $1,011,073 (+22%) from 2020

Net Assets

Up

$4,122,675

Up $563,152 (+16%) from 2020

Liabilities

Up

$1,548,520

Up $447,921 (+41%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin59th percentile

Revenue

Up

$1,369,036

Up $136,057 (+11%) from 2020

Expenses

Down

$1,126,295

Down $69,108 (-5.8%) from 2020

Net Income

Up

$242,741

Up $205,165 (+546%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,285,287Liabilities 2011: $8,785Net Assets 2011: $1,276,5022011Assets 2012: $1,428,463Liabilities 2012: $7,995Net Assets 2012: $1,420,4682012Assets 2013: $1,642,314Liabilities 2013: $4,208Net Assets 2013: $1,638,1062013Assets 2014: $2,453,879Liabilities 2014: $24,067Net Assets 2014: $2,429,8122014Assets 2015: $2,596,872Liabilities 2015: $22,260Net Assets 2015: $2,574,6122015Assets 2016: $3,269,632Liabilities 2016: $20,032Net Assets 2016: $3,249,6002016Assets 2017: $3,593,066Liabilities 2017: $681,469Net Assets 2017: $2,911,5972017Assets 2018: $4,103,934Liabilities 2018: $908,634Net Assets 2018: $3,195,3002018Assets 2019: $4,718,996Liabilities 2019: $1,074,615Net Assets 2019: $3,644,3812019Assets 2020: $4,660,122Liabilities 2020: $1,100,599Net Assets 2020: $3,559,5232020Assets 2021: $5,671,195Liabilities 2021: $1,548,520Net Assets 2021: $4,122,6752021Assets 2022: $5,793,838Liabilities 2022: $1,377,400Net Assets 2022: $4,416,4382022Assets 2023: $6,380,253Liabilities 2023: $1,406,844Net Assets 2023: $4,973,4092023Assets 2024: $7,225,786Liabilities 2024: $1,600,472Net Assets 2024: $5,625,3142024

Highlighted filing

2021

Assets$5,671,195
Liabilities$1,548,520
Net Assets$4,122,675
Open 2021 Filing

Operations Trend

Revenue Growth49th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $447,374Expenses 2011: $242,280Net Income 2011: $205,0942011Expenses 2012: $448,3262012Expenses 2013: $499,0822013Revenue 2014: $1,491,791Expenses 2014: $693,013Net Income 2014: $798,7782014Revenue 2015: $956,567Expenses 2015: $777,885Net Income 2015: $178,6822015Revenue 2016: $1,368,013Expenses 2016: $599,569Net Income 2016: $768,4442016Revenue 2017: $1,016,086Expenses 2017: $777,422Net Income 2017: $238,6642017Revenue 2018: $1,208,107Expenses 2018: $876,364Net Income 2018: $331,7432018Revenue 2019: $1,584,619Expenses 2019: $911,441Net Income 2019: $673,1782019Revenue 2020: $1,232,979Expenses 2020: $1,195,403Net Income 2020: $37,5762020Revenue 2021: $1,369,036Expenses 2021: $1,126,295Net Income 2021: $242,7412021Revenue 2022: $1,931,829Expenses 2022: $935,646Net Income 2022: $996,1832022Revenue 2023: $1,731,907Expenses 2023: $1,298,391Net Income 2023: $433,5162023Revenue 2024: $2,223,927Expenses 2024: $1,675,699Net Income 2024: $548,2282024

Highlighted filing

2021

Revenue$1,369,036
Expenses$1,126,295
Net Income$242,741
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$1,714,842
Mission and Program Overview

Mission

The mission and purpose of the montrose community foundation is to:* seek and embrace innovative ideas.* connect charitable donors to community causes.* promote worthwhile community projects and partnerships.* grow and manage permanent endowment funds.* provide grants and other support to effective community organizations.* facilitate estate and legacy giving.

Community foundation whose primary purpose is to support local non-profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,923,732$4,968,822▲ $1,045,090
Rtn Earn Endowment Incm Other Fnds$3,559,523$4,122,675▲ $563,152
Cash and Non-Interest-Bearing Accounts$258,345$702,373▲ $444,028
Savings and Temporary Cash Investments$472,515$0▼ $472,515
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,660,122$5,671,195▲ $1,011,073
Other Assets Total$5,530$0▼ $5,530
Liabilities
Accounts Payable and Accrued Expenses$1,100,599$1,548,520▲ $447,921
Total Liabilities$1,100,599$1,548,520▲ $447,921
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,559,523$4,122,675▲ $563,152
Total Liabilities and Net Assets / Fund Balance$4,660,122$5,671,195▲ $1,011,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,396,095$248,064▲ $840,277-$4,271,286
2019$3,379,608$152,205▲ $57,406-$3,396,095
2018$2,970,913$440,060▲ $176,653-$3,379,608
2017$2,648,438$291,006▲ $142,100$3,742$2,970,913
2016$2,280,147$273,516▲ $204,443$8,145$2,648,438
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sara PlumhoffExecutive DirectorFT$65,250$65,250

Board Members and Trustees

NameTitle
Carol FreidrichPast President
Laird LandonPresident
Mark SmithVice President
Dave FrankDirector
David ReedDirector
Ian AthaDirector
Lynn SchneiderDirector
Terry MccoigeDirector
Tonya MaddoxDirector
Vin SinghDirector
Sarah AbbottSecretary
Scott WhittmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,011,640
Program Service Revenue
$79,803
Investment Income
$267,771
Other Revenue
$9,822
All Other Contributions
$1,011,640
Change in Net Assets
$242,741

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$64,663Market Value
Total Noncash Contributions3$64,663-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$816,376
Other Expenses$186,846
Salaries, Compensation, and Employee Benefits$123,073
Total Fundraising Expense$4,626
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$816,376--$816,376
Current Officers, Directors, Trustees, and Key Employees$48,938$16,312-$65,250
Other Salaries and Wages$420$57,403-$57,823
Advertising$6,011$2,004-$8,015
Office Expenses$5,933$1,978-$7,911
Other Expenses$11,096$17,911$4,626$4,626
All Other Expenses$3,007$1,003-$4,010
Insurance-$3,926-$3,926
Total Functional Expenses$988,794$132,875$4,626$1,126,295
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of MontroseMontrose, CO501(c)(3)Ampitheater Capital Project$187,634
Libraries of Montrose County FoundationMontrose, CO-Grant for New Books$22,382
Montrose Recreation DistrictMontrose, CO-Cares Grant$18,930
Montrose Recreation DistrictMontrose, CO-Park Renovation Capital Project$17,100
Montrose High SchoolMontrose, CO-Scoreboard Capital Project$12,014
Black Canyon Boys and Girls ClubMontrose, CO501(c)(3)Building Capital Project$10,000
Town of NaturitaNaturita, CO-Economic Development$10,000
Centennial Middle SchoolMontrose, CO-Equipment Capital Project$6,000
Abc Academic Boosters Club EndowmentMontrose, CO501(c)(3)Grants for Student Projects$5,105
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 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

“A draft of form 990 was given to the board of directors for review before filing of the form with the irs.”

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

“The executive committee continually monitors and enforces the compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The determination of compensation must first go through the executive committee and then is approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest pocilies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montrose Community Foundation
EIN
84-1128761
Phone
9709016575
Address
PO BOX 3020, MONTROSE, CO 81402

Signing Officer

Name
Laird Landon
Title
President
Phone
9709016575
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laird Landon
Formed
1989
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
40

Preparer

Firm
Dalby Wendland & Co Pc
Address
PO BOX 1605, MONTROSE, CO 81402-1605
Preparer
Susan L Fezer CPA
Phone
9702497701
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are held for the benefit of local non-profit organizations.”

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IRS990/MissionDesc0THE MISSION AND PURPOSE OF THE MONTROSE COMMUNITY FOUNDATION IS TO:* SEEK AND EMBRACE INNOVATIVE IDEAS.* CONNECT CHARITABLE DONORS TO COMMUNITY CAUSES.* PROMOTE WORTHWHILE COMMUNITY PROJECTS AND PARTNERSHIPS.* GROW AND MANAGE PERMANENT ENDOWMENT FUNDS.* PROVIDE GRANTS AND OTHER SUPPORT TO EFFECTIVE COMMUNITY ORGANIZATIONS.* FACILITATE ESTATE AND LEGACY GIVING.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01978
IRS990/OfficeExpensesGrp/ProgramServicesAmt05933
IRS990/OfficeExpensesGrp/TotalAmt07911
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05530
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FISCAL EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1FUND MANAGEMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2FUND EXPENSES
IRS990/OtherExpensesGrp/Desc3INDIRECT FUNDRAISING EX
IRS990/OtherExpensesGrp/FundraisingAmt04626
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017774
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217911
IRS990/OtherExpensesGrp/ProgramServicesAmt053321
IRS990/OtherExpensesGrp/ProgramServicesAmt143692
IRS990/OtherExpensesGrp/ProgramServicesAmt211096
IRS990/OtherExpensesGrp/TotalAmt071095
IRS990/OtherExpensesGrp/TotalAmt158256
IRS990/OtherExpensesGrp/TotalAmt229007
IRS990/OtherExpensesGrp/TotalAmt34626
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0LONG-TERM CAPITAL GAIN
IRS990/OtherRevenueMiscGrp/Desc1SHORT-TERM CAPITAL GAI
IRS990/OtherRevenueMiscGrp/ExclusionAmt09499
IRS990/OtherRevenueMiscGrp/ExclusionAmt1323
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09499
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1323
IRS990/OtherRevenueTotalAmt09822
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057403
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0420
IRS990/OtherSalariesAndWagesGrp/TotalAmt057823
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAIRD LANDON
IRS990/PriorPeriodAdjustmentsAmt0-447916
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0DONOR ADMIN FEE
IRS990/ProgramServiceRevenueGrp/Desc1DONOR DESIGNATED ADMIN
IRS990/ProgramServiceRevenueGrp/Desc2DEVELOPMENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033704
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033704
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222380
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0885679
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0801018
IRS990/PYInvestmentIncomeAmt0191019
IRS990/PYOtherExpensesAmt0306624
IRS990/PYOtherRevenueAmt027265
IRS990/PYProgramServiceRevenueAmt0129016
IRS990/PYRevenuesLessExpensesAmt037576
IRS990/PYSalariesCompEmpBnftPaidAmt087761
IRS990/PYTotalExpensesAmt01195403
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01232979
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0242741
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0231903
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03559523
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04122675
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0472515
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01011640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0882329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01137598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0817326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0588233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04437126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0125492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0120055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0114152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0106060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081191
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0546950
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0560567
IRS990ScheduleA/PublicSupportCY170Pct00.75490
IRS990ScheduleA/PublicSupportPY170Pct00.69440
IRS990ScheduleA/PublicSupportTotal170Amt03762551
IRS990ScheduleA/SubstantialContributorsTotAmt0674575
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01011640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0882329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01137598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0817326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0588233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04437126
IRS990ScheduleA/TotalSupportAmt04984076
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/BoardDesignatedBalanceEOYPct00.37770
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt044477
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03396095
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0248064
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04271286
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0168673
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0840277
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt053361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03379608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0152205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03396095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0139763
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057406
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt070227
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02970913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0440060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03379608
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0137791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176653
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028885
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02648438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0291006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02970913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt078004
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02280147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0273516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02648438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt078833
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08145
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0108638
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0113800
IRS990ScheduleD/DonorAdvisedFundsHeldCnt09
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0792169
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF LOCAL NON-PROFIT ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15105
IRS990ScheduleI/RecipientTable/CashGrantAmt2187634
IRS990ScheduleI/RecipientTable/CashGrantAmt322382
IRS990ScheduleI/RecipientTable/CashGrantAmt418930
IRS990ScheduleI/RecipientTable/CashGrantAmt512014
IRS990ScheduleI/RecipientTable/CashGrantAmt610000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,671,195
Liabilities
$1,548,520
Net assets
$4,122,675
Revenue
$1,369,036
Expenses
$1,126,295
Net income
$242,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$1.60$5.63$2.22$1.68$0.55
2023Detailed filing. Detailed filing data is available for this year.$6.38$1.41$4.97$1.73$1.30$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.79$1.38$4.42$1.93$0.94$1.00
2021Detailed filing. Detailed filing data is available for this year.$5.67$1.55$4.12$1.37$1.13$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.66$1.10$3.56$1.23$1.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.72$1.07$3.64$1.58$0.91$0.67
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.91$3.20$1.21$0.88$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$1.02$0.78$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.02$3.25$1.37$0.60$0.77
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.57$0.96$0.78$0.18
2014Summary only. Only limited summary data is available for this year.$2.45$0.02$2.43$1.49$0.69$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.01$1.42$0.45
2011Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$0.45$0.24$0.21