Civic Intelligence

Yakima Rotary Charitable Foundation DBA Yakima Rotary Trust

990 • Fiscal year 2016 • EIN 91-1686206

Jul 01, 2015 to Jun 30, 2016 • Filed on May 08, 2017

Organization ProfileWWW.YAKIMAROTARYTRUST.ORG
PO Box 464Yakima, WA 98907

(509) 452-8332

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-135%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,440,545

Down $231,065 (-14%) from 2015

Net Assets

Down

$1,440,472

Down $230,997 (-14%) from 2015

Liabilities

Down

$73

Down $68 (-48%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$161,556

Down $21,206 (-12%) from 2015

Expenses

Up

$380,250

Up $159,960 (+73%) from 2015

Net Income

Down

-$218,694

Down $181,166 (-483%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,172,603Liabilities 2011: $0Net Assets 2011: $1,172,6032011Assets 2012: $1,799,838Liabilities 2012: $63Net Assets 2012: $1,799,7752012Assets 2013: $2,339,732Liabilities 2013: $689,206Net Assets 2013: $1,650,5262013Assets 2014: $1,726,653Liabilities 2014: $83Net Assets 2014: $1,726,5702014Assets 2015: $1,671,610Liabilities 2015: $141Net Assets 2015: $1,671,4692015Assets 2016: $1,440,545Liabilities 2016: $73Net Assets 2016: $1,440,4722016Assets 2017: $1,446,926Liabilities 2017: $0Net Assets 2017: $1,446,9262017Assets 2018: $2,176,163Liabilities 2018: $0Net Assets 2018: $2,176,1632018Assets 2019: $2,567,740Liabilities 2019: $0Net Assets 2019: $2,567,7402019Assets 2020: $2,356,840Liabilities 2020: $507Net Assets 2020: $2,356,3332020Assets 2021: $3,020,679Liabilities 2021: $49,489Net Assets 2021: $2,971,1902021Assets 2022: $3,534,336Liabilities 2022: $55,742Net Assets 2022: $3,478,5942022Assets 2023: $3,927,390Liabilities 2023: $57,749Net Assets 2023: $3,869,6412023

Highlighted filing

2016

Assets$1,440,545
Liabilities$73
Net Assets$1,440,472
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $835,753Expenses 2011: $555,524Net Income 2011: $280,2292011Expenses 2012: $834,7682012Expenses 2013: $977,5772013Revenue 2014: $100,823Expenses 2014: $74,870Net Income 2014: $25,9532014Revenue 2015: $182,762Expenses 2015: $220,290Net Income 2015: -$37,5282015Revenue 2016: $161,556Expenses 2016: $380,250Net Income 2016: -$218,6942016Revenue 2017: $265,618Expenses 2017: $311,906Net Income 2017: -$46,2882017Revenue 2018: $937,627Expenses 2018: $158,603Net Income 2018: $779,0242018Revenue 2019: $1,282,790Expenses 2019: $916,318Net Income 2019: $366,4722019Revenue 2020: $901,179Expenses 2020: $1,105,491Net Income 2020: -$204,3122020Revenue 2021: $1,711,378Expenses 2021: $1,129,681Net Income 2021: $581,6972021Revenue 2022: $1,519,189Expenses 2022: $803,141Net Income 2022: $716,0482022Revenue 2023: $1,212,115Expenses 2023: $918,247Net Income 2023: $293,8682023

Highlighted filing

2016

Revenue$161,556
Expenses$380,250
Net Income-$218,694
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$813,770
Mission and Program Overview

Mission

The mission of the yakima rotary trust is to serve as a vehicle to receive memorials, bequests and gifts to be used to enhance the quality of life for the citizens of the yakima area.

Charitable organization funding

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,671,610$1,440,545▼ $231,065
Total Assets$1,671,610$1,440,545▼ $231,065
Liabilities
Accounts Payable and Accrued Expenses$141$73▼ $68
Total Liabilities$141$73▼ $68
Net Assets / Fund Balance
Unrestricted Net Assets$1,282,406$939,121▼ $343,285
Temporarily Rstr Net Assets$389,063$501,351▲ $112,288
Total Net Assets Fund Balance$1,671,469$1,440,472▼ $230,997
Total Liabilities and Net Assets / Fund Balance$1,671,610$1,440,545▼ $231,065

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$299,063-▼ $2,886-$72,041
2014$310,380-▲ $8,421-$299,063
2013$961,402$57,237▲ $23,762-$310,380
2012$326,025$649,811▲ $1,710-$961,402
2011$356,523$641,699▲ $2,437-$326,025
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Craig MendenhallPresident
Jill FalkVice President/president E
Bill GilmoreTrustee
David HargreavesTrustee
Eric Silvers SrTrustee
Jeff ScottTrustee
John VornbrockTrustee
Kellie ConnaughtonTrustee
Ken SmithTrustee
Pam CleaverTrustee
Robert DipietroTrustee
Rod FitchTrustee
Sheri BrockwayTrustee
Steve PilgerTrustee
Tom SparlingTrustee
Tony KleinTrustee
W Kurt LabbertonTrustee
Wes MorrisTrustee
Nancy LeahySecretary
Alan CottleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,631
Program Service Revenue
$0
Investment Income
$17,919
Other Revenue
$-8,994
All Other Contributions
$94,826
Change in Net Assets
$-218,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$353,329
Other Expenses$26,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$353,329--$353,329
Fees for Services Other$10,378$7,500-$17,878
Fees for Service Investment Mgmnt Fees-$5,939-$5,939
Fees for Services Accounting-$1,861-$1,861
All Other Expenses$308--$308
Insurance$290--$290
Information Technology-$258-$258
Office Expenses$207--$207
Other Expenses$180--$180
Total Functional Expenses$364,692$15,558$0$380,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship America IncSt Peter, MN501(c)(3)Mary Monroe Davis Scholarships$215,205
Yakima Rotary CharitiesYakima, WA501(c)(3)Grant for Playground at Randall Park, Yakima, Wa$53,995
Sozo Sports of Central WashingtonYakima, WA501(c)(3)Grant for Sozo Sports Complex Rotary Field$42,000
Yakima Southwest Rotary CharitiesYakima, WA501(c)(3)Grant for Wildlife Viewing Deck at Randall Park, Yakima, Wa$28,854
Yakima Sunrise RotaryYakima, WA501(c)(3)Grant for Picnic Shelters at Randall Park, Yakima, Wa$13,275
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,319
Fundraising Gross Income$20,325
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$78,130$20,325$1,416$18,909
Total Events$78,130$20,325$29,320$-8,995
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

“Steve pilger and craig mendenhall have a business relationship. Alan cottle and david hargreaves have a business relationship.”

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

“The rotary trust does not have committees and therefore does not contemporaneously document the meetings held or written actions undertaken during the year.”

Form 990, Part VI, Section B, Line 11

“The completed 990 form is provided for review to the president and treasurer. The 990 is signed by the president of the organization.”

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

“On an annual basis, the board of directors are required to complete and sign a conflict of interest form. If a conflict exists, the board member must abstain from voting on the issue.”

Form 990, Part VI, Section C, Line 19

“Governing/organizing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Yakima Rotary Charitable Foundation
EIN
91-1686206
Phone
5094528332
Address
PO BOX 464, YAKIMA, WA 98907

Signing Officer

Name
Craig Mendenhall
Title
President
Phone
5094528332
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Mendenhall
Formed
1995
Legal Domicile
Wa
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
50

Preparer

Firm
Moss Adams Llp
Address
PO BOX 22650, YAKIMA, WA 98907-2650
Preparer
Hanna Koreski
Phone
5092487750
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Reserves for the mary monroe davis scholarship renewals.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/PRESIDENT E
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt057805
IRS990/FundraisingDirectExpensesAmt029319
IRS990/FundraisingGrossIncomeAmt020325
IRS990/GainOrLossGrp/SecuritiesAmt0-3124
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0138124
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0353329
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0353329
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0619771
IRS990/GrossReceiptsAmt0813770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0258
IRS990/InformationTechnologyGrp/TotalAmt0258
IRS990/InsuranceGrp/ProgramServicesAmt0290
IRS990/InsuranceGrp/TotalAmt0290
IRS990/InvestmentIncomeGrp/ExclusionAmt021043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021043
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0622895
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01671469
IRS990/NetAssetsOrFundBalancesEOYAmt01440472
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3124
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8994
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8994
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12303
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0207
IRS990/OfficeExpensesGrp/TotalAmt0207
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROJECT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0180
IRS990/OtherExpensesGrp/TotalAmt0180
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CRAIG MENDENHALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MARY MONROE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION AND FEES ARE OFFERED EACH YEAR FOR FULL-TIME STUDY AT AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. SINCE 2010, OVER 260 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF $5.4 MILLION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010378
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0215205
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0130177
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0183302
IRS990/PYInvestmentIncomeAmt054932
IRS990/PYOtherExpensesAmt036988
IRS990/PYOtherRevenueAmt0-2347
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-37528
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220290
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0182762
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-218694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01671610
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01440545
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/11 AMOUNT: 825000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/12 AMOUNT: 6000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/14 AMOUNT: 1674.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0152631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0814480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0716368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01896584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011195
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075903
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0126801
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96150
IRS990ScheduleA/PublicSupportPY170Pct00.97500
IRS990ScheduleA/PublicSupportTotal170Amt01896584
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0152631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0814480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0716368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01896584
IRS990ScheduleA/TotalSupportAmt01972487
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/CYEndwmtFundGrp/AdministrativeExpensesAmt08931
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0299063
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt072041
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0215205
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt019738
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0310380
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0299063
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt046491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0961402
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt057237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0310380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0685530
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016144
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0326025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0649811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0961402
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01710
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022884
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0356523
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0641699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0326025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0651750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02437
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt057805
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt057805
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029320
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014201
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020325
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8995
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03091
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03091
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01416

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,440,545
Liabilities
$73
Net assets
$1,440,472
Revenue
$161,556
Expenses
$380,250
Net income
-$218,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.93$0.06$3.87$1.21$0.92$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.06$3.48$1.52$0.80$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.05$2.97$1.71$1.13$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$0.90$1.11$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$1.28$0.92$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.94$0.16$0.78
2017Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.27$0.31$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.38$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.18$0.22$0.04
2014Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.10$0.07$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.69$1.65$0.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.83
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.84$0.56$0.28