Civic Intelligence

Carlsbad Community Foundation Inc.

990 • Fiscal year 2019 • EIN 85-0206472

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 23, 2019

Organization ProfileWWW.CARLSBADFOUNDATION.ORG
114 S Canyon StreetCarlsbad, NM 88220

(575) 887-1131

Siviq Scores

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

Liabilities / Assets

89th percentile

0.06x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Net Margin

86th percentile

81%

Higher net margin than 86% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$160,363

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

144%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$17,863,679

Up $2,355,343 (+15%) from 2018

Net Assets

Up

$16,746,465

Up $2,286,200 (+16%) from 2018

Liabilities

Up

$1,117,214

Up $69,143 (+6.6%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin86th percentile

Revenue

Up

$3,015,593

Up $1,777,195 (+144%) from 2018

Expenses

Down

$571,993

Down $38,105 (-6.2%) from 2018

Net Income

Up

$2,443,600

Up $1,815,300 (+289%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$30M$20M$10M$0Assets 2012: $24,514,753Liabilities 2012: $6,490,126Net Assets 2012: $18,024,6272012Assets 2013: $25,018,128Liabilities 2013: $6,310,476Net Assets 2013: $18,707,6522013Assets 2014: $25,561,218Liabilities 2014: $5,821,968Net Assets 2014: $19,739,2502014Assets 2015: $14,325,874Liabilities 2015: $1,410,278Net Assets 2015: $12,915,5962015Assets 2016: $14,030,715Liabilities 2016: $1,664,370Net Assets 2016: $12,366,3452016Assets 2017: $15,044,792Liabilities 2017: $1,594,337Net Assets 2017: $13,450,4552017Assets 2018: $15,508,336Liabilities 2018: $1,048,071Net Assets 2018: $14,460,2652018Assets 2019: $17,863,679Liabilities 2019: $1,117,214Net Assets 2019: $16,746,4652019Assets 2020: $18,228,104Liabilities 2020: $1,237,560Net Assets 2020: $16,990,5442020Assets 2021: $22,001,006Liabilities 2021: $1,230,150Net Assets 2021: $20,770,8562021Assets 2022: $19,338,987Liabilities 2022: $1,344,291Net Assets 2022: $17,994,6962022Assets 2023: $21,040,362Liabilities 2023: $1,361,745Net Assets 2023: $19,678,6172023Assets 2024: $23,447,943Liabilities 2024: $1,395,766Net Assets 2024: $22,052,1772024Assets 2025: $25,970,816Liabilities 2025: $1,432,408Net Assets 2025: $24,538,4082025

Highlighted filing

2019

Assets$17,863,679
Liabilities$1,117,214
Net Assets$16,746,465
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $542,462Expenses 2012: $1,568,601Net Income 2012: -$1,026,1392012Revenue 2013: $799,619Expenses 2013: $1,526,960Net Income 2013: -$727,3412013Revenue 2014: $1,375,518Expenses 2014: $1,603,754Net Income 2014: -$228,2362014Revenue 2015: $2,825,019Expenses 2015: $8,637,317Net Income 2015: -$5,812,2982015Revenue 2016: $1,183,784Expenses 2016: $704,185Net Income 2016: $479,5992016Revenue 2017: $939,106Expenses 2017: $695,224Net Income 2017: $243,8822017Revenue 2018: $1,238,398Expenses 2018: $610,098Net Income 2018: $628,3002018Revenue 2019: $3,015,593Expenses 2019: $571,993Net Income 2019: $2,443,6002019Revenue 2020: $1,406,331Expenses 2020: $557,810Net Income 2020: $848,5212020Revenue 2021: $1,511,653Expenses 2021: $718,236Net Income 2021: $793,4172021Revenue 2022: $2,858,352Expenses 2022: $741,251Net Income 2022: $2,117,1012022Revenue 2023: $2,041,358Expenses 2023: $939,216Net Income 2023: $1,102,1422023Revenue 2024: $1,690,078Expenses 2024: $852,508Net Income 2024: $837,5702024Revenue 2025: $2,905,477Expenses 2025: $930,083Net Income 2025: $1,975,3942025

Highlighted filing

2019

Revenue$3,015,593
Expenses$571,993
Net Income$2,443,600
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 23, 2019
Return Version
2018v3.1
Gross Receipts
$3,241,444
Mission and Program Overview

Mission

The Carlsbad Community Foundation exists to improve the quality of life for the people of Carlsbad and South Eddy County, New Mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,867,526$16,919,928▲ $2,052,402
Savings and Temporary Cash Investments$380,445$412,365▲ $31,920
Cash and Non-Interest-Bearing Accounts$44,393$340,917▲ $296,524
Land, Buildings, and Equipment, Net$195,468$187,841▼ $7,627
Other Notes and Loans Receivable, Net$17,369--
Prepaid Expenses and Deferred Charges$2,628$2,628→ $0
Accounts Receivable$507--
Total Assets$15,508,336$17,863,679▲ $2,355,343
Liabilities
Escrow Account Liability$1,031,882$1,102,131▲ $70,249
Accounts Payable and Accrued Expenses$16,189$15,083▼ $1,106
Total Liabilities$1,048,071$1,117,214▲ $69,143
Net Assets / Fund Balance
Permanently Rstr Net Assets$12,389,881$14,230,738▲ $1,840,857
Temporarily Rstr Net Assets$1,525,729$1,658,434▲ $132,705
Unrestricted Net Assets$544,655$857,293▲ $312,638
Total Net Assets Fund Balance$14,460,265$16,746,465▲ $2,286,200
Total Liabilities and Net Assets / Fund Balance$15,508,336$17,863,679▲ $2,355,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$164,940$45,317$210,257
Equipment$22,901$37,773$60,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$13,915,610$1,846,276▲ $296,872-$15,889,172
2017$13,238,806$602,627▲ $272,280-$13,915,610
2016$12,957,072$162,274▲ $336,203-$13,238,806
2015$12,841,010$226,685▲ $94,774-$12,957,072
2014$15,108,517$1,385,765▲ $179,637$3,678,210$12,841,010
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike AntipordaExecutive DiFT$130,567$29,796$160,363
Mike AntipordaExecutive Director-$130,567$29,796$160,363
Jan NesbitCFOFT$79,838-$79,838

Board Members and Trustees

NameTitle
Jim RenfrowPresident
Betty EgbomDirector
Chris JonesDirector
Eddie RodriguezDirector
Ekta PatelDirector
Jon R TullyDirector
Neal DunganDirector
Judy LunardonSecretary
Vicki MoutraySecretary
Christy DickersonTreasurer
Deborah BeardVice Preside
Robbie ChaconVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,851,452
Program Service Revenue
$0
Investment Income
$1,164,141
Other Revenue
$0
All Other Contributions
$1,846,352
Change in Net Assets
$2,443,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,940,014
Revenue Not Reported on Financial Statements
$75,579
Revenue Not Reported on Form 990
$-80,264
Total Revenue per Audited Statements
$2,859,750
Total Revenue per Form 990
$3,015,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$301,333
Grants and Similar Amounts Paid$169,586
Other Expenses$101,074
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$137,209$40,984-$178,193
Grants to Domestic Individuals$90,250--$90,250
Grants to Domestic Orgs$79,336--$79,336
Other Salaries and Wages$51,205$15,296-$66,501
Other Employee Benefits$29,068$8,683-$37,751
Payroll Taxes$14,544$4,344-$18,888
Information Technology$14,179$4,235-$18,414
Advertising$14,160--$14,160
Insurance-$13,026-$13,026
Fees for Services Accounting-$12,897-$12,897
Conferences and Meetings$9,041--$9,041
Office Expenses$6,742$1,652-$8,394
Depreciation Depletion$5,873$1,754-$7,627
Occupancy$4,569$1,365-$5,934
Travel$3,443$392-$3,835
Other Expenses$500$21-$21
All Other Expenses$15--$15
Total Functional Expenses$466,918$105,075$0$571,993

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$573,550
Expenses per Audited Statements$571,993
Total Expenses per Form 990$571,993
Expenses Not Reported on Form 990$1,557
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NOAH'S ARKCarlsbad, NM501c3Operating Assistance$20,000
Boys and Girls Club of CarlsbadCarlsbad, NM501c3Operating Assistance$13,831
Landsun Homes IncCarlsbad, NM509a3Operating Assistance$8,481
Grace Episcopal ChurchCarlsbad, NM501c3Renovations$6,000
Carc IncCarlsbad, NM501c3Operating Assistance$5,972
Carlsbad Community ConcertCarlsbad, NM501c3Operating Assistance$5,900
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
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization presents the completed form 990 to its board of directors where it is reviewed and signed.”

Form 990, Page 6, Part VI, Line 15A

“See description for officer and key employee compensation.”

Form 990, Page 6, Part VI, Line 15B

“The board of directors each year evaluates officer and employee compensation. The board votes on all employee compensation increases including the executive director's compensation.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies and audited financial statements are available from the organization upon request, during regular business hours. The organization's governing documents, irs determination letter, annual irs information filing and annual new mexico report are also available on the new mexico attorney general's charitable organization registration online system (coros)at https://secure.nmag.gov/charitysearch.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Community Foundation Inc
EIN
85-0206472
Phone
5758871131
Address
114 S CANYON STREET, CARLSBAD, NM 88220

Signing Officer

Name
Mike Antiporda
Title
Executive Director
Phone
5758871131
Signed
2019-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Antiporda
Formed
1970
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
13

Preparer

Firm
Schlenker & Cantwell Pa
Address
PO BOX 92318, ALBUQUERQUE, NM 87199-2318
Preparer
Kenyon R Schlenker
Phone
5052753915
Supplemental Narrative

Additional Explanations

Form 990

“The organization updated its gift acceptance policy to inform prospective donors of the following: - use of legal counsel in matters relating to acceptance of gifts as appropriate -restrictions on gifts the organization will accept -gifts that will be accepted without review -gifts that will be accepted subject to review”

Form 990, Part XI, Line 9

“Contribution matching 350 fund transfers 1,207 fund transfers -1,207 contribution matching -350”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The foundation has established non-endowed funds to help manage and invest certain tax-exempt and quasi tax-exempt organizations' funds. These funds are deposited with the foundation and recorded as a liability on the foundation's books. The foundation invests the funds and pays all invoices presented it by the organizations. The foundation pays no interest on these funds. The foundation has no rights to these funds and received no fee to handle the transactions.”

Schedule D, Page 3, Part X

“The foundation is exempt from income tax under section 501(c)(3) of the u.s. Internal revenue code (irc). In addition, the foundation qualifies for charitable contribution deductions under irc section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under irc section 509(a)(2). The foundation is also exempt from new mexico state income tax under 1978 new mexico statutes chapter 7, section 2-4(b). The foundation has adopted accounting principles generally accepted in the united states of america as they relate to uncertain tax positions for the year ended june 30, 2019 and has evaluated its tax positions taken for all open tax years. Currently, the 2015, 2016 and 2017 tax years are open and subject to examination by the internal revenue service and new mexico taxation and revenue department. However, the foundation is not currently under audit nor has the foundation been contacted by any of these jurisdictions. Management believes that the activities of the foundation are within their tax-exempt purpose, and that there are no uncertain tax positions.”

Schedule D, Page 4, Part XI, Line 2D

“Contribution matching 350 fund transfers 1,207”

Schedule D, Page 4, Part XII, Line 2D

“Fund transfers 1,207 contribution matching 350”

Raw XML AppendixShowing 400 of 586 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016189
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015083
IRS990/AccountsReceivableGrp/BOYAmt0507
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE CARLSBAD COMMUNITY FOUNDATION EXISTS TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE OF CARLSBAD AND SOUTH EDDY COUNTY, NEW MEXICO.
IRS990/AdvertisingGrp/ProgramServicesAmt014160
IRS990/AdvertisingGrp/TotalAmt014160
IRS990/AllOtherContributionsAmt01846352
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015
IRS990/AllOtherExpensesGrp/TotalAmt015
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAN NESBIT
IRS990/BooksInCareOfDetail/PhoneNum05758871131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 S CANYON
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd088220
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044393
IRS990/CashNonInterestBearingGrp/EOYAmt0340917
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040984
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0137209
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0178193
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09041
IRS990/ConferencesMeetingsGrp/TotalAmt09041
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt05100
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01851452
IRS990/CYGrantsAndSimilarPaidAmt0169586
IRS990/CYInvestmentIncomeAmt01164141
IRS990/CYOtherExpensesAmt0101074
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02443600
IRS990/CYSalariesCompEmpBnftPaidAmt0301333
IRS990/CYTotalExpensesAmt0571993
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03015593
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01754
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05873
IRS990/DepreciationDepletionGrp/TotalAmt07627
IRS990/Desc0GRANTS TO SUPPORT LOCAL NON-PROFIT ORGANIZATIONS TO PROVIDE FUNDS FOR ARTS AND HUMANITIES, COMMUNITY AFFAIRS, HEALTH AND WELLNESS, HUMAN SERVICES AND LAW AND PROTECTION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt01031882
IRS990/EscrowAccountLiabilityGrp/EOYAmt01102131
IRS990/ExpenseAmt0376668
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012897
IRS990/FeesForServicesAccountingGrp/TotalAmt012897
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.96
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.88
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.88
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.68
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.52
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1229796
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM RENFROW
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBBIE CHACON
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTY DICKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDY LUNARDON
IRS990/Form990PartVIISectionAGrp/PersonNm5VICKI MOUTRAY
IRS990/Form990PartVIISectionAGrp/PersonNm6NEAL DUNGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7BETTY EGBOM
IRS990/Form990PartVIISectionAGrp/PersonNm8EKTA PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm9EDDIE RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JON R TULLY
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRIS JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE ANTIPORDA
IRS990/Form990PartVIISectionAGrp/PersonNm13JAN NESBIT
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12130567
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1379838
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt05100
IRS990/GainOrLossGrp/SecuritiesAmt0301297
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt079336
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt090250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt090250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt079336
IRS990/GrantsToDomesticOrgsGrp/TotalAmt079336
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0527148
IRS990/GrossReceiptsAmt03241444
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04235
IRS990/InformationTechnologyGrp/ProgramServicesAmt014179
IRS990/InformationTechnologyGrp/TotalAmt018414
IRS990/InsuranceGrp/ManagementAndGeneralAmt013026
IRS990/InsuranceGrp/TotalAmt013026
IRS990/InvestmentExpenseAmt0-75579
IRS990/InvestmentIncomeGrp/ExclusionAmt0862844
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0862844
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014867526
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016919928
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt083090
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0195468
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0187841
IRS990/LandBldgEquipCostOrOtherBssAmt0270931
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0225851
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CARLSBAD COMMUNITY FOUNDATION EXISTS TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE OF CARLSBAD AND SOUTH EDDY COUNTY, NEW MEXICO.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014460265
IRS990/NetAssetsOrFundBalancesEOYAmt016746465
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0301297
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0301297
IRS990/NetUnrlzdGainsLossesInvstAmt0-81821
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01365
IRS990/OccupancyGrp/ProgramServicesAmt04569
IRS990/OccupancyGrp/TotalAmt05934
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01652
IRS990/OfficeExpensesGrp/ProgramServicesAmt06742
IRS990/OfficeExpensesGrp/TotalAmt08394
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08683
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029068
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037751
IRS990/OtherExpensesGrp/Desc0DUES/SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT-CONTRACT
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEE EXPENSE
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121
IRS990/OtherExpensesGrp/ProgramServicesAmt06784
IRS990/OtherExpensesGrp/ProgramServicesAmt1500
IRS990/OtherExpensesGrp/TotalAmt06784
IRS990/OtherExpensesGrp/TotalAmt1500
IRS990/OtherExpensesGrp/TotalAmt2426
IRS990/OtherExpensesGrp/TotalAmt321
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015296
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051205
IRS990/OtherSalariesAndWagesGrp/TotalAmt066501
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017369
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04344
IRS990/PayrollTaxesGrp/ProgramServicesAmt014544
IRS990/PayrollTaxesGrp/TotalAmt018888
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt012389881
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014230738
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02628
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02628
IRS990/PrincipalOfficerNm0MIKE ANTIPORDA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL SCHOLARSHIPS FOR STUDENTS FROM THE CARLSBAD AREA, PAID TO UNIVERSITIES, COLLEGES OR VOCATIONAL SCHOOLS. 103 INDIVIDUAL SCHOLARSHIPS WERE PAID DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt090250
IRS990/ProgSrvcAccomActy2Grp/GrantAmt090250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0578800
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0167818
IRS990/PYInvestmentIncomeAmt0659348
IRS990/PYOtherExpensesAmt0160122
IRS990/PYOtherRevenueAmt0250
IRS990/PYRevenuesLessExpensesAmt0628300
IRS990/PYSalariesCompEmpBnftPaidAmt0282158
IRS990/PYTotalExpensesAmt0610098
IRS990/PYTotalRevenueAmt01238398
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02443600
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380445
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412365
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0UNUSUAL 1,209,720 UNUSUAL 260,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0381732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0578800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0239035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0158984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01525932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0862844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0633974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0425641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0944690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01113953
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03981102
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0250
IRS990ScheduleA/PublicSupportCY170Pct00.26260
IRS990ScheduleA/PublicSupportPY170Pct00.36680
IRS990ScheduleA/PublicSupportTotal170Amt01445931
IRS990ScheduleA/SubstantialContributorsTotAmt080001
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0381732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0578800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0239035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0158984
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01525932
IRS990ScheduleA/TotalSupportAmt05507034
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0164940
IRS990ScheduleD/BuildingsGrp/DepreciationAmt045317
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0210257
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013915610
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01846276
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015889172
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0169586
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013238806
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0602627
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013915610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0198103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020669
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012957072
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0162274
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013238806
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0196074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0336203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012841010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0226685
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012957072
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0205397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt015108517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01385765
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012841010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0154699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03678210
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt022901
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037773
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060674
IRS990ScheduleD/ExpensesNotReportedAmt01557
IRS990ScheduleD/ExpensesSubtotalAmt0571993
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncldAmt075579
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-81821
IRS990ScheduleD/OtherExpensesIncludedAmt01557
IRS990ScheduleD/OtherRevenueAmt01557
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89560
IRS990ScheduleD/RevenueNotReportedAmt0-80264
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt075579
IRS990ScheduleD/RevenueSubtotalAmt02940014
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS ESTABLISHED NON-ENDOWED FUNDS TO HELP MANAGE AND INVEST CERTAIN TAX-EXEMPT AND QUASI TAX-EXEMPT ORGANIZATIONS' FUNDS. THESE FUNDS ARE DEPOSITED WITH THE FOUNDATION AND RECORDED AS A LIABILITY ON THE FOUNDATION'S BOOKS. THE FOUNDATION INVESTS THE FUNDS AND PAYS ALL INVOICES PRESENTED IT BY THE ORGANIZATIONS. THE FOUNDATION PAYS NO INTEREST ON THESE FUNDS. THE FOUNDATION HAS NO RIGHTS TO THESE FUNDS AND RECEIVED NO FEE TO HANDLE THE TRANSACTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (IRC). IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS UNDER IRC SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). THE FOUNDATION IS ALSO EXEMPT FROM NEW MEXICO STATE INCOME TAX UNDER 1978 NEW MEXICO STATUTES CHAPTER 7, SECTION 2-4(B). THE FOUNDATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2019 AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2015, 2016 AND 2017 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND NEW MEXICO TAXATION AND REVENUE DEPARTMENT. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTION MATCHING 350 FUND TRANSFERS 1,207
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUND TRANSFERS 1,207 CONTRIBUTION MATCHING 350
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,863,679
Liabilities
$1,117,214
Net assets
$16,746,465
Revenue
$3,015,593
Expenses
$571,993
Net income
$2,443,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$1.43$24.5$2.91$0.93$1.98
2024Detailed filing. Detailed filing data is available for this year.$23.4$1.40$22.1$1.69$0.85$0.84
2023Detailed filing. Detailed filing data is available for this year.$21.0$1.36$19.7$2.04$0.94$1.10
2022Detailed filing. Detailed filing data is available for this year.$19.3$1.34$18.0$2.86$0.74$2.12
2021Detailed filing. Detailed filing data is available for this year.$22.0$1.23$20.8$1.51$0.72$0.79
2020Detailed filing. Detailed filing data is available for this year.$18.2$1.24$17.0$1.41$0.56$0.85
2019Detailed filing. Detailed filing data is available for this year.$17.9$1.12$16.7$3.02$0.57$2.44
2018Detailed filing. Detailed filing data is available for this year.$15.5$1.05$14.5$1.24$0.61$0.63
2017Detailed filing. Detailed filing data is available for this year.$15.0$1.59$13.5$0.94$0.70$0.24
2016Summary only. Only limited summary data is available for this year.$14.0$1.66$12.4$1.18$0.70$0.48
2015Summary only. Only limited summary data is available for this year.$14.3$1.41$12.9$2.83$8.64$5.81
2014Summary only. Only limited summary data is available for this year.$25.6$5.82$19.7$1.38$1.60$0.23
2013Summary only. Only limited summary data is available for this year.$25.0$6.31$18.7$0.80$1.53$0.73
2012Summary only. Only limited summary data is available for this year.$24.5$6.49$18.0$0.54$1.57$1.03