Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2023 • EIN 84-1648803

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 28, 2024

Organization ProfileN/A
235 W Frederick StreetStaunton, VA 24401

(540) 885-0356

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.05x

Higher debt load relative to revenue than 25% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

36th percentile

-0.6%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,925,668

Up $14,300 (+0.2%) from 2022

Net Assets

Down

$8,787,137

Down $123,409 (-1.4%) from 2022

Liabilities

Up

$138,531

Up $137,709 (+16753%) from 2022

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin36th percentile

Revenue

Down

$2,843,051

Down $743,600 (-21%) from 2022

Expenses

Up

$2,860,022

Up $457,848 (+19%) from 2022

Net Income

Down

-$16,971

Down $1,201,448 (-101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2011: $2,542,153Liabilities 2011: $0Net Assets 2011: $2,542,1532011Assets 2012: $3,092,133Liabilities 2012: $0Net Assets 2012: $3,092,1332012Assets 2013: $4,823,701Liabilities 2013: $0Net Assets 2013: $4,823,7012013Assets 2014: $5,890,127Liabilities 2014: $0Net Assets 2014: $5,890,1272014Assets 2015: $6,518,437Liabilities 2015: $39,084Net Assets 2015: $6,479,3532015Assets 2016: $7,699,984Liabilities 2016: $13,025Net Assets 2016: $7,686,9592016Assets 2017: $8,062,782Liabilities 2017: $35,767Net Assets 2017: $8,027,0152017Assets 2018: $9,075,849Liabilities 2018: $48,560Net Assets 2018: $9,027,2892018Assets 2019: $8,388,442Liabilities 2019: $539,862Net Assets 2019: $7,848,5802019Assets 2020: $7,580,868Liabilities 2020: $65,030Net Assets 2020: $7,515,8382020Assets 2021: $8,530,431Liabilities 2021: $62,545Net Assets 2021: $8,467,8862021Assets 2022: $8,911,368Liabilities 2022: $822Net Assets 2022: $8,910,5462022Assets 2023: $8,925,668Liabilities 2023: $138,531Net Assets 2023: $8,787,1372023Assets 2024: $7,818,194Liabilities 2024: $80,673Net Assets 2024: $7,737,5212024

Highlighted filing

2023

Assets$8,925,668
Liabilities$138,531
Net Assets$8,787,137
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,722,788Expenses 2011: $770,054Net Income 2011: $952,7342011Expenses 2012: $860,0632012Expenses 2013: $792,3472013Revenue 2014: $1,757,165Expenses 2014: $1,108,720Net Income 2014: $648,4452014Revenue 2015: $1,868,180Expenses 2015: $1,234,467Net Income 2015: $633,7132015Revenue 2016: $2,331,291Expenses 2016: $1,010,468Net Income 2016: $1,320,8232016Revenue 2017: $1,682,265Expenses 2017: $1,827,621Net Income 2017: -$145,3562017Revenue 2018: $2,397,274Expenses 2018: $1,683,492Net Income 2018: $713,7822018Revenue 2019: $3,194,919Expenses 2019: $4,513,081Net Income 2019: -$1,318,1622019Revenue 2020: $1,890,901Expenses 2020: $2,063,767Net Income 2020: -$172,8662020Revenue 2021: $2,399,851Expenses 2021: $1,309,300Net Income 2021: $1,090,5512021Revenue 2022: $3,586,651Expenses 2022: $2,402,174Net Income 2022: $1,184,4772022Revenue 2023: $2,843,051Expenses 2023: $2,860,022Net Income 2023: -$16,9712023Revenue 2024: $2,106,525Expenses 2024: $3,091,139Net Income 2024: -$984,6142024

Highlighted filing

2023

Revenue$2,843,051
Expenses$2,860,022
Net Income-$16,971
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Gross Receipts
$4,527,172
Mission and Program Overview

Mission

The foundation is dedicated to providing support to exempt organizations, including stuart hall school, which prepares youth of all faiths for success in colleges and universities worldwide, and for engaged healthy lives of intellectual curiosity, responsible citizenship, creative expression, ethical leadership, and compassionate service.

The foundation is organized to promote the welfare of organizations that qualify as exempt organizations, as well as to make distributions to such organizations. The foundation's purpose may include supporting the educational ministry and mission of stuart hall school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,624,453$3,911,963▲ $287,510
Cash and Non-Interest-Bearing Accounts$773,302$2,057,506▲ $1,284,204
Investments Other Securities$3,639,414$2,055,821▼ $1,583,593
Land, Buildings, and Equipment, Net$355,471$457,443▲ $101,972
Pledges and Grants Receivable$421,871$346,078▼ $75,793
Total Assets$8,911,368$8,925,668▲ $14,300
Other Assets Total$96,857$96,857→ $0
Liabilities
Other Liabilities$500$138,531▲ $138,031
Accounts Payable and Accrued Expenses$322--
Total Liabilities$822$138,531▲ $137,709
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,745,645$8,229,768▼ $515,877
Net Assets Without Donor Restrictions$164,901$557,369▲ $392,468
Total Net Assets Fund Balance$8,910,546$8,787,137▼ $123,409
Total Liabilities and Net Assets / Fund Balance$8,911,368$8,925,668▲ $14,300

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$414,040$39,547$274,728
Land$43,290-$43,290
Equipment$113$13,452$13,565
Other Securities$2,055,821--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,125,295-▲ $202,700-$5,040,472
2021$5,806,393$11,000▼ $30,939-$5,125,295
2020$5,694,169$11,625▲ $315,507-$5,806,393
2019$6,128,032$38,402▼ $230,195-$5,694,169
2018$5,822,385$227,682▲ $273,895-$6,128,032
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
David G FrackeltonChair
Benjamin N WafleVice Chair
Barbara WarderTrustee
Bonnie Fontenot NielsonTrustee
Catherine Parks LoevnerTrustee
Mary K SternTrustee
Sally Balch HurmeTrustee
Susan Smith MakosTrustee
Dana Parks GraySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,666,540
Program Service Revenue
$0
Investment Income
$176,511
Other Revenue
$0
All Other Contributions
$2,666,540
Change in Net Assets
$-16,971

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 Traded17$768,726Fair Market Value (FMV)
Total Noncash Contributions17$768,726-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,821,716
Revenue Not Reported on Financial Statements
$21,335
Revenue Not Reported on Form 990
$303,655
Total Revenue per Audited Statements
$3,125,371
Total Revenue per Form 990
$2,843,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,796,182
Other Expenses$63,840
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,796,182--$2,796,182
Fees for Service Investment Mgmnt Fees-$21,335-$21,335
Fees for Services Accounting-$17,813-$17,813
Fees for Services Other-$12,043-$12,043
Depreciation Depletion-$6,375-$6,375
Office Expenses-$6,274-$6,274
Total Functional Expenses$2,796,182$63,840$0$2,860,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,248,780
Total Expenses per Form 990$2,860,022
Expenses per Audited Statements$2,838,687
Expenses Not Reported on Form 990$410,093
Expenses Not Reported on Financial Statements$21,335
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stuart Hall SchoolStaunton, VA501(c)(3)School Operations$2,065,695
Stuart Hall SchoolStaunton, VA501(c)(3)Capital Improvements$400,855
Stuart Hall SchoolStaunton, VA501(c)(3)Scholarships$329,632
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
Due to Stuart Hall School$138,531
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
No

Governance Explanations

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

“The question is not applicable as there are no committees with the authority to act on behalf of the governing board.”

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

“The board chair reviews the full copy of the form 990, then the public inspection copy is provided to the full board prior to filing.”

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

“The board members are required to sign a statement each year acknowledging that they understand and agree to abide by the conflicts of interest policy. In the event that a board member has a potential conflict of interest during the year, such board member shall recuse himself/herself from all discussions or vote on the matter.”

Form 990, Part VI, Section B, Line 15

“Questions 15a and 15b are not applicable because the organization has no employees.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and the organization's conflict of interest policy are made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Stuart Hall School Foundation
EIN
84-1648803
Phone
5408850356
Address
235 W FREDERICK STREET, STAUNTON, VA 24401

Signing Officer

Name
Benjamin Wafle
Title
Chairman of the Board
Phone
5408850356
Signed
2024-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Wafle
Formed
2003
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Amy Dosik
Phone
8046735700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in charitable remainder trust 2,663. Bad debt expenses -132,500.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 24 individual funds established for a variety of purposes including both donor-restricted endowment funds and funds designated by the board to function as endowments. Net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions.”

PART X, LINE 2:

“Management has evaluated the effect of guidance surrounding uncertain tax positions and concluded that the foundation had no significant financial statement exposure to uncertain tax positions at june 30, 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in charitable remainder trust 2,663.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt expenses 132,500.”

Raw XML AppendixShowing 400 of 488 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0322
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION IS ORGANIZED TO PROMOTE THE WELFARE OF ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS, AS WELL AS TO MAKE DISTRIBUTIONS TO SUCH ORGANIZATIONS. THE FOUNDATION'S PURPOSE MAY INCLUDE SUPPORTING THE EDUCATIONAL MINISTRY AND MISSION OF STUART HALL SCHOOL.
IRS990/AllOtherContributionsAmt02666540
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05402139504
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 WEST FREDERICK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0STAUNTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0773302
IRS990/CashNonInterestBearingGrp/EOYAmt02057506
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02666540
IRS990/CYGrantsAndSimilarPaidAmt02796182
IRS990/CYInvestmentIncomeAmt0176511
IRS990/CYOtherExpensesAmt063840
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-16971
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02860022
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02843051
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06375
IRS990/DepreciationDepletionGrp/TotalAmt06375
IRS990/Desc0PROVIDING SUPPORT TO THE TAX-EXEMPT COMMUNITY, INCLUDING THOSE THAT PROMOTE A CULTURE OF HIGH EXPECTATION, ATTENTION TO CHARACTER, CHALLENGING ACADEMIC PROGRAMS, AND CONTINUING PROFESSIONAL DEVELOPMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08745645
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08229768
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02796182
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017813
IRS990/FeesForServicesAccountingGrp/TotalAmt017813
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012043
IRS990/FeesForServicesOtherGrp/TotalAmt012043
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt021335
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021335
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID G FRACKELTON
IRS990/Form990PartVIISectionAGrp/PersonNm1BENJAMIN N WAFLE
IRS990/Form990PartVIISectionAGrp/PersonNm2DANA PARKS GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm3SALLY BALCH HURME
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN SMITH MAKOS
IRS990/Form990PartVIISectionAGrp/PersonNm5BONNIE FONTENOT NIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA WARDER
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHERINE PARKS LOEVNER
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY K STERN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-6598
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt02796182
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02796182
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02796182
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01677523
IRS990/GrossReceiptsAmt04527172
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0183109
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183109
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03639414
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02055821
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt052999
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0355471
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0457443
IRS990/LandBldgEquipCostOrOtherBssAmt0510442
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01684121
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION IS DEDICATED TO PROVIDING SUPPORT TO EXEMPT ORGANIZATIONS, INCLUDING STUART HALL SCHOOL, WHICH PREPARES YOUTH OF ALL FAITHS FOR SUCCESS IN COLLEGES AND UNIVERSITIES WORLDWIDE, AND FOR ENGAGED HEALTHY LIVES OF INTELLECTUAL CURIOSITY, RESPONSIBLE CITIZENSHIP, CREATIVE EXPRESSION, ETHICAL LEADERSHIP, AND COMPASSIONATE SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08910546
IRS990/NetAssetsOrFundBalancesEOYAmt08787137
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6598
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6598
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023399
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0164901
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0557369
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0768726
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06274
IRS990/OfficeExpensesGrp/TotalAmt06274
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt096857
IRS990/OtherAssetsTotalGrp/EOYAmt096857
IRS990/OtherChangesInNetAssetsAmt0-129837
IRS990/OtherLiabilitiesGrp/BOYAmt0500
IRS990/OtherLiabilitiesGrp/EOYAmt0138531
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0421871
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0346078
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BENJAMIN WAFLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02898952
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02332878
IRS990/PYInvestmentIncomeAmt0687699
IRS990/PYOtherExpensesAmt069296
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01184477
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02402174
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03586651
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-16971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03624453
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03911963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02666540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02898952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02223408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01921775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02752631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012463306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0183109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0107125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0233351
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0792451
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68250
IRS990ScheduleA/PublicSupportPY170Pct00.68780
IRS990ScheduleA/PublicSupportTotal170Amt09047478
IRS990ScheduleA/SubstantialContributorsTotAmt03415828
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02666540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02898952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02223408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01921775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02752631
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012463306
IRS990ScheduleA/TotalSupportAmt013255757
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/BoardDesignatedBalanceEOYPct00.01000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0414040
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039547
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0178859
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0274728
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05125295
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05040472
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0287523
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05806393
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05125295
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0661159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05694169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05806393
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0214908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0315507
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06128032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt038402
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05694169
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0242070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-230195
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05822385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0227682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06128032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0273895
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0277593
IRS990ScheduleD/DonatedServicesUseFcltsAmt0277593
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0113
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013452
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013565
IRS990ScheduleD/ExpensesNotReportedAmt0410093
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021335
IRS990ScheduleD/ExpensesSubtotalAmt02838687
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021335
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021335
IRS990ScheduleD/LandGrp/BookValueAmt043290
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043290
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023399
IRS990ScheduleD/OtherExpensesIncludedAmt0132500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0138531
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUART HALL SCHOOL
IRS990ScheduleD/OtherRevenueAmt02663
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02055821
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99000
IRS990ScheduleD/RevenueNotReportedAmt0303655
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt021335
IRS990ScheduleD/RevenueSubtotalAmt02821716
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 24 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CHARITABLE REMAINDER TRUST 2,663.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3BAD DEBT EXPENSES 132,500.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0457443
IRS990ScheduleD/TotalBookValueSecuritiesAmt02055821
IRS990ScheduleD/TotalExpensesPerForm990Amt02860022
IRS990ScheduleD/TotalLiabilityAmt0138531
IRS990ScheduleD/TotalRevenuePerForm990Amt02843051
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03125371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03248780
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02065695
IRS990ScheduleI/RecipientTable/CashGrantAmt1329632
IRS990ScheduleI/RecipientTable/CashGrantAmt2400855
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0540505886
IRS990ScheduleI/RecipientTable/RecipientEIN1540505886
IRS990ScheduleI/RecipientTable/RecipientEIN2540505886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd124401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd224401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF THE GRANTEE CONFIRM RECEIPT AND ENSURE FUNDS ARE USED FOR THE SPECIFIC PURPOSES NOTED BY THIS ORGANIZATION. GRANTS ARE BASED ON DONORS' SPECIFIC INTENT, THE ORGANIZATION'S ENDOWMENT SPENDING POLICY AND REIMBURSEMENTS OF ACTUAL EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt017
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0768726
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE QUESTION IS NOT APPLICABLE AS THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CHAIR REVIEWS THE FULL COPY OF THE FORM 990, THEN THE PUBLIC INSPECTION COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT EACH YEAR ACKNOWLEDGING THAT THEY UNDERSTAND AND AGREE TO ABIDE BY THE CONFLICTS OF INTEREST POLICY. IN THE EVENT THAT A BOARD MEMBER HAS A POTENTIAL CONFLICT OF INTEREST DURING THE YEAR, SUCH BOARD MEMBER SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS OR VOTE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3QUESTIONS 15A AND 15B ARE NOT APPLICABLE BECAUSE THE ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN CHARITABLE REMAINDER TRUST 2,663. BAD DEBT EXPENSES -132,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,925,668
Liabilities
$138,531
Net assets
$8,787,137
Revenue
$2,843,051
Expenses
$2,860,022
Net income
-$16,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$0.08$7.74$2.11$3.09$0.98
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.14$8.79$2.84$2.86$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$3.59$2.40$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$0.06$8.47$2.40$1.31$1.09
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.07$7.52$1.89$2.06$0.17
2019Detailed filing. Detailed filing data is available for this year.$8.39$0.54$7.85$3.19$4.51$1.32
2018Detailed filing. Detailed filing data is available for this year.$9.08$0.05$9.03$2.40$1.68$0.71
2017Detailed filing. Detailed filing data is available for this year.$8.06$0.04$8.03$1.68$1.83$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.69$2.33$1.01$1.32
2015Detailed filing. Detailed filing data is available for this year.$6.52$0.04$6.48$1.87$1.23$0.63
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$1.76$1.11$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.86
2011Summary only. Only limited summary data is available for this year.$2.54$0.00$2.54$1.72$0.77$0.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits