Civic Intelligence

Yakima Rotary Charitable Foundation DBA Yakima Rotary Trust

990 • Fiscal year 2019 • EIN 91-1686206

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

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

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,567,740

Up $391,577 (+18%) from 2018

Net Assets

Up

$2,567,740

Up $391,577 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Up

$1,282,790

Up $345,163 (+37%) from 2018

Expenses

Up

$916,318

Up $757,715 (+478%) from 2018

Net Income

Down

$366,472

Down $412,552 (-53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$2,567,740
Liabilities$0
Net Assets$2,567,740
Open 2019 Filing

Operations Trend

Revenue Growth84th 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

2019

Revenue$1,282,790
Expenses$916,318
Net Income$366,472
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$2,592,277
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$2,176,108$2,567,475▲ $391,367
Accounts Receivable$55$265▲ $210
Total Assets$2,176,163$2,567,740▲ $391,577
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,087,627$1,313,929▲ $226,302
Unrestricted Net Assets$1,088,536$1,253,811▲ $165,275
Total Net Assets Fund Balance$2,176,163$2,567,740▲ $391,577
Total Liabilities and Net Assets / Fund Balance$2,176,163$2,567,740▲ $391,577

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2014$310,380-▲ $8,421-$299,063
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Jill FalkPresident
Wes MorrisVP/president Elect
Bob DipietroTrustee
Craig DwightTrustee
Craig MendenhallTrustee
David HargreavesTrustee
Douglas RichTrustee
Eric Silvers SrTrustee
Erin BlackTrustee
James DegrasseTrustee
Josh LogsdonTrustee
Kellie ConnaughtonTrustee
Kris BellTrustee
Nancy LeahyTrustee
Nathan HullTrustee
Patrick LeahyTrustee
Sheri BrockwayTrustee
Steve PilgerTrustee
Tressa StadelTrustee
Pam CleaverSecretary
Alan CottleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,234,210
Program Service Revenue
$0
Investment Income
$61,838
Other Revenue
$-13,258
All Other Contributions
$1,178,147
Change in Net Assets
$366,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$850,566
Other Expenses$65,752
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$746,750--$746,750
Grants to Domestic Orgs$103,816--$103,816
Fees for Services Other-$23,905-$23,905
Fees for Services Management-$10,000-$10,000
Fees for Service Investment Mgmnt Fees-$9,191-$9,191
Conferences and Meetings$6,245--$6,245
Information Technology-$4,854-$4,854
Fees for Services Accounting-$3,250-$3,250
Office Expenses$1,114--$1,114
Insurance$434--$434
Other Expenses$404--$404
Interest-$326-$326
Fees for Services Legal-$186-$186
Total Functional Expenses$864,606$51,712$0$916,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yakima Rotary CharitiesYakima, WA501(c)(3)Grant for Rotary Centennial Aquatic Center, Yakima, Wa$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,293
Fundraising Gross Income$14,035
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$70,098$14,035$1,579$12,456
Total Events$70,098$14,035$27,293$-13,258
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. 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 Elect
Phone
5094528332
Signed
2020-02-12
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
75

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 2018-19 FISCAL YEAR, THE TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS TO PROVIDE GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. CURRENT COMMITMENTS INCLUDE MATCHING GRANTS FOR AN AQUATIC CENTER, A PROJECT WITH FIRST TEE OF YAKIMA, AND A WELCOME SIGN TO THE ENTRANCE OF THE CITY OF YAKIMA.THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIP 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 AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. AS OF JUNE 2019, OVER 379 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIP WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $7.1 MILLION.
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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/FundraisingAmt056063
IRS990/FundraisingDirectExpensesAmt027293
IRS990/FundraisingGrossIncomeAmt014035
IRS990/GainOrLossGrp/SecuritiesAmt031097
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0850566
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0746750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0746750
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0103816
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0103816
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01313291
IRS990/GrossReceiptsAmt02592277
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04854
IRS990/InformationTechnologyGrp/TotalAmt04854
IRS990/InsuranceGrp/ProgramServicesAmt0434
IRS990/InsuranceGrp/TotalAmt0434
IRS990/InterestGrp/ManagementAndGeneralAmt0326
IRS990/InterestGrp/TotalAmt0326
IRS990/InvestmentIncomeGrp/ExclusionAmt030741
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030741
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01282194
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/NetAssetsOrFundBalancesBOYAmt02176163
IRS990/NetAssetsOrFundBalancesEOYAmt02567740
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt031097
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031097
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13258
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13258
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt025105
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03300
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01114
IRS990/OfficeExpensesGrp/TotalAmt01114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROJECT EXPENSE
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt05843
IRS990/OtherExpensesGrp/ProgramServicesAmt1404
IRS990/OtherExpensesGrp/TotalAmt05843
IRS990/OtherExpensesGrp/TotalAmt1404
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WES MORRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0899613
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0102500
IRS990/PYInvestmentIncomeAmt037150
IRS990/PYOtherExpensesAmt056103
IRS990/PYOtherRevenueAmt0864
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0779024
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158603
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0937627
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0366472
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02176108
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02567475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01234210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0899613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0152631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02554425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030741
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024513
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0108932
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0172984
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95910
IRS990ScheduleA/PublicSupportPY170Pct00.93890
IRS990ScheduleA/PublicSupportTotal170Amt02554425
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01234210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0899613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130177
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02554425
IRS990ScheduleA/TotalSupportAmt02663357
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/AdministrativeExpensesAmt029025
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0867627
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01091887
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01187928
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0746750
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt062938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt056167
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0869860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0867627
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04538
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072041
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt056167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08931
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0299063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2886
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0310380
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0299063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08421
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,567,740
Liabilities
$0
Net assets
$2,567,740
Revenue
$1,282,790
Expenses
$916,318
Net income
$366,472
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits