Civic Intelligence

Montrose Community Foundation

990 • Fiscal year 2022 • EIN 84-1128761

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 13, 2023

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

63rd percentile

0.24x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.71x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$65,250

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$5,793,838

Up $122,643 (+2.2%) from 2021

Net Assets

Up

$4,416,438

Up $293,763 (+7.1%) from 2021

Liabilities

Down

$1,377,400

Down $171,120 (-11%) from 2021

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin89th percentile

Revenue

Up

$1,931,829

Up $562,793 (+41%) from 2021

Expenses

Down

$935,646

Down $190,649 (-17%) from 2021

Net Income

Up

$996,183

Up $753,442 (+310%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$5,793,838
Liabilities$1,377,400
Net Assets$4,416,438
Open 2022 Filing

Operations Trend

Revenue Growth82nd 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

2022

Revenue$1,931,829
Expenses$935,646
Net Income$996,183
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 13, 2023
Return Version
2021v4.2
Gross Receipts
$2,313,190
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$4,968,822$4,952,999▼ $15,823
Rtn Earn Endowment Incm Other Fnds$4,122,675$4,416,438▲ $293,763
Cash and Non-Interest-Bearing Accounts$702,373$840,839▲ $138,466
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,671,195$5,793,838▲ $122,643
Liabilities
Accounts Payable and Accrued Expenses$1,548,520$1,377,400▼ $171,120
Total Liabilities$1,548,520$1,377,400▼ $171,120
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,122,675$4,416,438▲ $293,763
Total Liabilities and Net Assets / Fund Balance$5,671,195$5,793,838▲ $122,643

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,271,286$169,624▼ $475,380-$3,747,194
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
Compensation and Service Providers
Top Officer Pay28th 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
Ian AthaDirector
Meredith FisheringDirector
Ross ValdezDirector
Terry MccoigeDirector
Vin SinghDirector
Sarah AbbottSecretary
Scott WhittmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,543,063
Program Service Revenue
$79,110
Investment Income
$235,652
Other Revenue
$74,004
All Other Contributions
$1,543,063
Change in Net Assets
$996,183

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 Traded2$39,194Market Value
Total Noncash Contributions2$39,194-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$576,691
Other Expenses$207,658
Salaries, Compensation, and Employee Benefits$151,297
Total Fundraising Expense$5,724
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$569,941--$569,941
Other Salaries and Wages$18,980$67,067-$86,047
Current Officers, Directors, Trustees, and Key Employees$48,938$16,312-$65,250
Advertising$14,484$4,828-$19,312
All Other Expenses$7,839$2,613$5,724$16,176
Other Expenses$13,289$8,684-$13,289
Foreign Grants$6,750--$6,750
Office Expenses$3,880$1,293-$5,173
Insurance-$4,088-$4,088
Total Functional Expenses$787,696$142,226$5,724$935,646
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for Humanity of the San JuanMontrose, CO501(c)(3)Housing Support$21,000
Montrose Recreation DistrictMontrose, CO501(c)(3)Recreational Support & Programming$18,252
Libraries of Montrose County FoundationMontrose, CO501(c)(3)Grant for New Books$15,000
Telluride FoundationTelluride, CO-Housing Support$15,000
Colorado State UniversityFort Collins, CO-Scholarship$14,000
Colorado Mesa UniversityGrand Junction, CO-Scholarship$12,500
Arizona State UniversityTempe, AZ-Scholarship$10,000
Embry Riddle Aeronautical UniversityDaytona Beach, FL-Scholarship$10,000
University of Northern ColoradoGreeley, CO-Scholarship$10,000
Common Ground (kids Aid)Montrose, CO501(c)(3)Food Support$9,500
Texas Technical UniversityLubbock, TX-Scholarship$9,000
City of MontroseMontrose, CO501(c)(3)Art Fund Support$8,312
United Methodist ChurchMontrose, CO-Community Development$6,500
Voyager Youth ProgramRidgway, CO-Youth Programming Support$6,500
Abc Academic Boosters Club EndowmentMontrose, CO501(c)(3)Grants for Student Projects$6,292
Cornell UniversityIthaca, NY-Scholarship$6,000
Dmea (delta Montrose Electric Assocation)Montrose, CO501(c)(3)Scholarship$6,000
IntellitecGrand Junction, CO-Scholarship$6,000
Montrose Botanical SocietyMontrose, CO501(c)(3)Community Development$5,700
True North Youth ProgramTelluride, CO-Youth Programming Support$5,334

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$125,335
Fundraising Direct Expenses$66,431
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bridges Concert on the Lawn$83,367$83,367$36,489$46,878
Baldridge Dinner$41,968$41,968$11,233$30,735
Total Events$125,335$125,335$66,431$58,904
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
2023-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laird Landon
Formed
1989
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
75

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.”

Raw XML AppendixShowing 400 of 708 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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt04122675
IRS990/NetAssetsOrFundBalancesEOYAmt04416438
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0105585
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0105585
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt058904
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-873540
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01293
IRS990/OfficeExpensesGrp/ProgramServicesAmt03880
IRS990/OfficeExpensesGrp/TotalAmt05173
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUND MANAGEMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1FUND EXPENSES
IRS990/OtherExpensesGrp/Desc2FISCAL EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc3EVENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119506
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28684
IRS990/OtherExpensesGrp/ProgramServicesAmt053504
IRS990/OtherExpensesGrp/ProgramServicesAmt124038
IRS990/OtherExpensesGrp/ProgramServicesAmt226053
IRS990/OtherExpensesGrp/ProgramServicesAmt313289
IRS990/OtherExpensesGrp/TotalAmt071339
IRS990/OtherExpensesGrp/TotalAmt143544
IRS990/OtherExpensesGrp/TotalAmt234737
IRS990/OtherExpensesGrp/TotalAmt313289
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0LONG-TERM CAPITAL GAIN
IRS990/OtherRevenueMiscGrp/Desc1SHORT-TERM CAPITAL GAI
IRS990/OtherRevenueMiscGrp/ExclusionAmt014537
IRS990/OtherRevenueMiscGrp/ExclusionAmt1563
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014537
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1563
IRS990/OtherRevenueTotalAmt015100
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt067067
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018980
IRS990/OtherSalariesAndWagesGrp/TotalAmt086047
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAIRD LANDON
IRS990/PriorPeriodAdjustmentsAmt0171120
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/RelatedOrExemptFuncIncomeAmt036876
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121937
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121937
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220297
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01011640
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0816376
IRS990/PYInvestmentIncomeAmt0267771
IRS990/PYOtherExpensesAmt0186846
IRS990/PYOtherRevenueAmt09822
IRS990/PYProgramServiceRevenueAmt079803
IRS990/PYRevenuesLessExpensesAmt0242741
IRS990/PYSalariesCompEmpBnftPaidAmt0123073
IRS990/PYTotalExpensesAmt01126295
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01369036
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0996183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0184695
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04122675
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04416438
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01543063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01011640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0882329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01137598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0817326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05391956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0145168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0125492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0114152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0106060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0610927
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0481183
IRS990ScheduleA/PublicSupportCY170Pct00.77460
IRS990ScheduleA/PublicSupportPY170Pct00.75490
IRS990ScheduleA/PublicSupportTotal170Amt04649810
IRS990ScheduleA/SubstantialContributorsTotAmt0742146
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01543063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01011640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0882329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01137598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0817326
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05391956
IRS990ScheduleA/TotalSupportAmt06002883
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/BoardDesignatedBalanceEOYPct00.61297
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt050906
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04271286
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0169624
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03747194
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0167430
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-475380
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt044477
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03396095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0248064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04271286
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0168673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0840277
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt053361
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03379608
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0152205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03396095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0139763
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057406
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt070227
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02970913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0440060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03379608
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0137791
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176653
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt028885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02648438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0291006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02970913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt078004
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03742
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0181272
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt078000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0785559
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.38702
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF LOCAL NON-PROFIT ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt06750
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0SCHOLARSHIP
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,793,838
Liabilities
$1,377,400
Net assets
$4,416,438
Revenue
$1,931,829
Expenses
$935,646
Net income
$996,183
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