Civic Intelligence

Stifel Charitable Inc.

990 • Fiscal year 2022 • EIN 84-2049692

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A
501 N BroadwaySt Louis, MO 63102

(314) 342-4422

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.02x

Higher debt load relative to revenue than 6% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

9th percentile

$164,323

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$159,938,154

Up $27,631,054 (+21%) from 2021

Net Assets

Up

$158,376,445

Up $27,642,224 (+21%) from 2021

Liabilities

Down

$1,561,709

Down $11,170 (-0.7%) from 2021

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin95th percentile

Revenue

Down

$77,553,631

Down $17,035,920 (-18%) from 2021

Expenses

Up

$26,399,852

Up $9,955,245 (+61%) from 2021

Net Income

Down

$51,153,779

Down $26,991,165 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600M$400M$200M$0Assets 2019: $4,779,796Liabilities 2019: $171,500Net Assets 2019: $4,608,2962019Assets 2020: $52,188,657Liabilities 2020: $775,236Net Assets 2020: $51,413,4212020Assets 2021: $132,307,100Liabilities 2021: $1,572,879Net Assets 2021: $130,734,2212021Assets 2022: $159,938,154Liabilities 2022: $1,561,709Net Assets 2022: $158,376,4452022Assets 2023: $224,585,917Liabilities 2023: $1,095,939Net Assets 2023: $223,489,9782023Assets 2024: $508,828,251Liabilities 2024: $883,079Net Assets 2024: $507,945,1722024

Highlighted filing

2022

Assets$159,938,154
Liabilities$1,561,709
Net Assets$158,376,445
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$400M$300M$200M$100M$0Revenue 2019: $4,827,941Expenses 2019: $246,744Net Income 2019: $4,581,1972019Revenue 2020: $49,361,142Expenses 2020: $4,132,811Net Income 2020: $45,228,3312020Revenue 2021: $94,589,551Expenses 2021: $16,444,607Net Income 2021: $78,144,9442021Revenue 2022: $77,553,631Expenses 2022: $26,399,852Net Income 2022: $51,153,7792022Revenue 2023: $79,001,787Expenses 2023: $35,503,887Net Income 2023: $43,497,9002023Revenue 2024: $340,456,080Expenses 2024: $59,492,056Net Income 2024: $280,964,0242024

Highlighted filing

2022

Revenue$77,553,631
Expenses$26,399,852
Net Income$51,153,779
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$135,066,374
Mission and Program Overview

Mission

The charitable mission of stifel charitable inc. Is to encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants, by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions for charitable purposes.

To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$132,307,100$159,916,048▲ $27,608,948
Land, Buildings, and Equipment, Net$0$22,106▲ $22,106
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$132,307,100$159,938,154▲ $27,631,054
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$922,779$961,609▲ $38,830
Other Liabilities$650,100$600,100▼ $50,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,572,879$1,561,709▼ $11,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$130,734,221$158,376,445▲ $27,642,224
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$130,734,221$158,376,445▲ $27,642,224
Total Liabilities and Net Assets / Fund Balance$132,307,100$159,938,154▲ $27,631,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,106$1,164$23,270
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Susan PotthastPresident
Dan GuirlBOARD OF DIRECTOR'S MEMBER
John DubinskyBOARD OF DIRECTOR'S MEMBER
Kurt LongworthBOARD OF DIRECTOR'S MEMBER
Scott DolanBOARD OF DIRECTOR'S MEMBER
Donna FrederickExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Stifel Nicolaus And CompanyInvestment ManagemenONE FINANCIAL PLAZA 501 NORTH BROA, St Louis, MO 63102$878,240
Stifel Trust Co NaStaffing & FacilitieONE FINANCIAL PLAZA 501 NORTH BROA, St Louis, MO 63102$394,857
Stellar Technology Solutions LLCOps System & Service612 MAIN STREET SUITE 200, Stroudsburg, PA 18360$179,110
Revenue and Support

Revenue Composition

Contributions and Grants
$70,830,925
Program Service Revenue
$0
Investment Income
$6,722,706
Other Revenue
$0
All Other Contributions
$70,830,925
Change in Net Assets
$51,153,779

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 Traded301$29,391,796Average Price
Total Noncash Contributions301$29,391,796-

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,675,391
Revenue Not Reported on Financial Statements
$878,240
Revenue Not Reported on Form 990
$-23,511,555
Total Revenue per Audited Statements
$53,163,836
Total Revenue per Form 990
$77,553,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,947,783
Other Expenses$1,990,139
Salaries, Compensation, and Employee Benefits$461,930
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,947,783--$23,947,783
Fees for Service Investment Mgmnt Fees-$878,240-$878,240
Fees for Services Management-$743,696-$743,696
Fees for Services Accounting-$271,263-$271,263
Other Salaries and Wages-$238,463-$238,463
Current Officers, Directors, Trustees, and Key Employees-$164,323-$164,323
Payroll Taxes-$29,734-$29,734
Other Employee Benefits-$29,410-$29,410
Fees for Services Legal-$27,265-$27,265
Interest-$20,568-$20,568
Depreciation Depletion-$20,125-$20,125
Information Technology-$9,771-$9,771
Other Expenses-$5,624-$5,624
Conferences and Meetings-$510-$510
Total Functional Expenses$23,947,783$2,452,069$0$26,399,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,399,852
Expenses per Audited Statements$25,521,612
Total Expenses per Audited Statements$25,521,612
Expenses Not Reported on Financial Statements$878,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Detail--See Attached Detail$23,947,783
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$600,100
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 2

“Kurt longworth, donna frederick, susan potthast, john dubinsky, and dan guirl had a business relationship.”

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

“The 990 was reviewed by the president, executive director, and board of directors prior to filing”

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

“Each board member completed a conflict of interest disclosure which was reviewed by the executive director and outside legal counsel. No restrictions were imposed as a result of the reviews”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Stifel Charitable Inc
EIN
84-2049692
In Care Of
% STIFEL CHARITABLE INC
Phone
3143424422
Address
501 N BROADWAY, ST LOUIS, MO 63102

Signing Officer

Name
Susan Potthast
Title
President
Phone
3143424422
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Potthast
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Forvis Llp
Address
211 N BROADWAY SUITE 600, ST LOUIS, MO 63102-2733
Preparer
Kristen M Hankins
Phone
3142315544
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“ASC 740 Disclosure: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0159916048
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IRS990/LandBldgEquipCostOrOtherBssAmt023270
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CHARITABLE MISSION OF STIFEL CHARITABLE INC. IS TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS, BY RECEIVING CHARITABLE CONTRIBUTIONS, BY PROVIDING SUPPORT AND ASSISTANCE TO ENCOURAGE CHARITABLE GIVING, AND BY MAKING GRANTS TO OTHER PUBLIC CHARITIES AND EDUCATIONAL INSTITUTIONS FOR CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0158376445
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02783807
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02783807
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-23511555
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0130734221
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0158376445
IRS990/NoncashContributionsAmt029391796
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029410
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029410
IRS990/OtherExpensesGrp/Desc0TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012989
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25624
IRS990/OtherExpensesGrp/TotalAmt012989
IRS990/OtherExpensesGrp/TotalAmt188
IRS990/OtherExpensesGrp/TotalAmt25624
IRS990/OtherLiabilitiesGrp/BOYAmt0650100
IRS990/OtherLiabilitiesGrp/EOYAmt0600100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0238463
IRS990/OtherSalariesAndWagesGrp/TotalAmt0238463
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029734
IRS990/PayrollTaxesGrp/TotalAmt029734
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SUSAN POTTHAST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt086952818
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015104704
IRS990/PYInvestmentIncomeAmt07636733
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01051003
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt078144944
IRS990/PYSalariesCompEmpBnftPaidAmt0288900
IRS990/PYTotalExpensesAmt016444607
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094589551
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt051153779
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070830925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086952818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048032831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04824251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0210640825
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03938899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02124633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0568052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06635273
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0202737176
IRS990ScheduleA/SubstantialContributorsTotAmt07903649
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070830925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086952818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048032831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04824251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0210640825
IRS990ScheduleA/TotalSupportAmt0217276098
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt065510336
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt023767918
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0750
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0151810773
IRS990ScheduleD/EquipmentGrp/BookValueAmt022106
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01164
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023270
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0878240
IRS990ScheduleD/ExpensesSubtotalAmt025521612
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FundsAndOtherAccountsContriAmt05320589
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0179865
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt08
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08105276
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0878240
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0878240
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-23511555
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt0-23511555
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0878240
IRS990ScheduleD/RevenueSubtotalAmt076675391
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 Disclosure: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022106
IRS990ScheduleD/TotalExpensesPerForm990Amt026399852
IRS990ScheduleD/TotalLiabilityAmt0600100
IRS990ScheduleD/TotalRevenuePerForm990Amt077553631
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt053163836
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025521612
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt023947783

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$159,938,154
Liabilities
$1,561,709
Net assets
$158,376,445
Revenue
$77,553,631
Expenses
$26,399,852
Net income
$51,153,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$0.88$508$340$59.5$281
2023Summary only. Only limited summary data is available for this year.$225$1.10$223$79.0$35.5$43.5
2022Detailed filing. Detailed filing data is available for this year.$160$1.56$158$77.6$26.4$51.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$1.57$131$94.6$16.4$78.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.78$51.4$49.4$4.13$45.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.17$4.61$4.83$0.25$4.58