Civic Intelligence

Yakima Rotary Charitable Foundation DBA Yakima Rotary Trust

990 • Fiscal year 2020 • EIN 91-1686206

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 15, 2020

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,356,840

Down $210,900 (-8.2%) from 2019

Net Assets

Down

$2,356,333

Down $211,407 (-8.2%) from 2019

Liabilities

Up

$507

Up $507 from 2019

Revenue

Down

$901,179

Down $381,611 (-30%) from 2019

Expenses

Up

$1,105,491

Up $189,173 (+21%) from 2019

Net Income

Down

-$204,312

Down $570,784 (-156%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$2,356,840
Liabilities$507
Net Assets$2,356,333

Operations Trend

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

2020

Revenue$901,179
Expenses$1,105,491
Net Income-$204,312
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$2,739,986
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$2,567,475$2,356,355▼ $211,120
Accounts Receivable$265$485▲ $220
Total Assets$2,567,740$2,356,840▼ $210,900
Liabilities
Other Liabilities$0$507▲ $507
Total Liabilities$0$507▲ $507
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,313,929$1,429,607▲ $115,678
Net Assets Without Donor Restrictions$1,253,811$926,726▼ $327,085
Total Net Assets Fund Balance$2,567,740$2,356,333▼ $211,407
Total Liabilities and Net Assets / Fund Balance$2,567,740$2,356,840▼ $210,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,187,928$847,815▲ $7,207-$1,156,007
2018$867,627$1,091,887▲ $4,189-$1,187,928
2017$56,167$869,860▲ $4,538-$867,627
2016$72,041-▲ $7,470-$56,167
2015$299,063-▼ $2,886-$72,041
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wes MorrisPresident
Pam CleaverPresident Elect / Secretary
Alan CottleTrustee
Bob DipietroTrustee
Craig DwightTrustee
Craig MendenhallTrustee
David HargreavesTrustee
Eric Silvers SrTrustee
Erin BlackTrustee
Jeff LoumanTrustee
Jennifer BliesnerTrustee
Jill FalkTrustee
Kellie ConnaughtonTrustee
Martin StreichTrustee
Nancy LeahyTrustee
Nathan HullTrustee
Patrick LeahyTrustee
Steve PilgerTrustee
Sue Price-scottTrustee
Tressa MercyTrustee
James DegrasseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,014,050
Program Service Revenue
$0
Investment Income
$-95,192
Other Revenue
$-17,679
All Other Contributions
$933,560
Change in Net Assets
$-204,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,050,640
Other Expenses$53,053
Salaries, Compensation, and Employee Benefits$1,798
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$858,336--$858,336
Grants to Domestic Orgs$192,304--$192,304
Fees for Services Other-$23,137-$23,137
Fees for Services Management-$10,000-$10,000
Fees for Service Investment Mgmnt Fees-$9,318-$9,318
Office Expenses$3,727--$3,727
Fees for Services Accounting-$3,367-$3,367
Conferences and Meetings$2,149--$2,149
Other Salaries and Wages-$1,642-$1,642
Other Expenses$500--$500
Insurance$435--$435
Information Technology-$420-$420
Payroll Taxes-$156-$156
Total Functional Expenses$1,057,451$48,040$0$1,105,491
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yakima Southwest Rotary CharitiesYakima, WA501(c)(3)Grant for First Tee Sozo Project, Yakima, Wa$95,000
Yakima Rotary CharitiesYakima, WA501(c)(3)Grants for Welcome to Yakima Sign Project & Mlk Jr. Park Playground Project, Yakima, Wa$70,804
Sunrise Rotary Club of Yakima CharitiesYakima, WA501(c)(3)Grant for Rotary Centennial Aquatic Center, Yakima, Wa$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,814
Fundraising Gross Income$12,135
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$92,625$12,135$9,750$2,385
Total Events$92,625$12,135$29,814$-17,679
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Liabilities$507
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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. Nancy leahy and patrick leahy have a family 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 11B

The completed 990 form is provided for review to the president and treasurer.

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 Trust
EIN
91-1686206
Phone
5094528332
Address
PO BOX 464, YAKIMA, WA 98907

Signing Officer

Name
Wes Morris
Title
President
Phone
5094528332
Signed
2020-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wes Morris
Formed
1995
Legal Domicile
Wa
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
50

Preparer

Firm
Moss Adams Llp
Address
PO BOX 22650, YAKIMA, WA 98907-2650
Preparer
Emina O Cresswell CPA
Phone
5092487750
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Reserves for the mary monroe davis scholarship renewals.

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IRS990/Desc0DURING THE 2019-2020 FISCAL YEAR, THE YAKIMA ROTARY TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS BY PROVIDING MATCHING GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. COMPLETED DURING THE YEAR WERE COMMITMENTS FOR AN AQUATIC CENTER, A PROJECT WITH FIRST TEE OF YAKIMA, AND A WELCOME TO YAKIMA SIGN TO THE CITY OF YAKIMA. ALSO STARTED DURING THE YEAR WAS A NEW PLAYGROUND AND PICNIC SHELTER PROJECT AT MARTIN LUTHER KING JR. PARK LOCATED IN YAKIMA, WASHINGTON.THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE 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, BOOKS AND MANDATORY CLASS FEES ARE OFFERED FOR FULL-TIME STUDY AT ACCREDITED TWO OR FOUR-YEAR COLLEGES OR UNIVERSITIES OF THE STUDENT'S CHOICE. AS OF JUNE 2020, 413 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $8 MILLION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT / SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt080490
IRS990/FundraisingDirectExpensesAmt029814
IRS990/FundraisingGrossIncomeAmt012135
IRS990/GainOrLossGrp/SecuritiesAmt0-133590
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt01050640
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0858336
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0858336
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0192304
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0192304
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01675403
IRS990/GrossReceiptsAmt02739986
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0420
IRS990/InformationTechnologyGrp/TotalAmt0420
IRS990/InsuranceGrp/ProgramServicesAmt0435
IRS990/InsuranceGrp/TotalAmt0435
IRS990/InvestmentIncomeGrp/ExclusionAmt038398
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038398
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01808993
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/NetAssetsOrFundBalancesBOYAmt02567740
IRS990/NetAssetsOrFundBalancesEOYAmt02356333
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-133590
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-133590
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-17679
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-17679
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7095
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01253811
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0926726
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03727
IRS990/OfficeExpensesGrp/TotalAmt03727
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOARD EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0500
IRS990/OtherExpensesGrp/TotalAmt0500
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0507
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01642
IRS990/OtherSalariesAndWagesGrp/TotalAmt01642
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0156
IRS990/PayrollTaxesGrp/TotalAmt0156
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WES MORRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01234210
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0850566
IRS990/PYInvestmentIncomeAmt061838
IRS990/PYOtherExpensesAmt065752
IRS990/PYOtherRevenueAmt0-13258
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0366472
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0916318
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01282790
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-204312
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02567475
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02356355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01014050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01234210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0899613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0152631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03438298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030741
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021043
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0122817
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0153084
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96550
IRS990ScheduleA/PublicSupportPY170Pct00.95910
IRS990ScheduleA/PublicSupportTotal170Amt03438298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01014050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01234210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0899613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0152631
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03438298
IRS990ScheduleA/TotalSupportAmt03561115
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt028607
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01187928
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0847815
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01156007
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0858336
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt029025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0867627
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01091887
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01187928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0746750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt062938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt056167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0869860
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0867627
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt072041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt056167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08931
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0299063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt072041
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2886
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0507

Document Assets

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Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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