Civic Intelligence

Vanguard University Foundation

990 • Fiscal year 2017 • EIN 91-2164193

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 20, 2018

55 Fair DriveCosta Mesa, CA 92626

(714) 556-3610

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$290,702

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 52.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

781%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,143,927

Up $491,757 (+11%) from 2016

Net Assets

Up

$5,143,927

Up $491,757 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$558,359

Up $494,960 (+781%) from 2016

Expenses

Up

$329,072

Up $16,569 (+5.3%) from 2016

Net Income

Up

$229,287

Up $478,391 (+192%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $2,712,781Liabilities 2010: $0Net Assets 2010: $2,712,7812010Assets 2011: $3,218,195Liabilities 2011: $0Net Assets 2011: $3,218,1952011Assets 2012: $3,161,211Liabilities 2012: $0Net Assets 2012: $3,161,2112012Assets 2013: $3,631,345Liabilities 2013: $0Net Assets 2013: $3,631,3452013Assets 2014: $4,720,315Liabilities 2014: $0Net Assets 2014: $4,720,3152014Assets 2015: $4,927,546Liabilities 2015: $0Net Assets 2015: $4,927,5462015Assets 2016: $4,652,170Liabilities 2016: $0Net Assets 2016: $4,652,1702016Assets 2017: $5,143,927Liabilities 2017: $0Net Assets 2017: $5,143,9272017Assets 2018: $5,550,470Liabilities 2018: $0Net Assets 2018: $5,550,4702018Assets 2019: $7,020,964Liabilities 2019: $0Net Assets 2019: $7,020,9642019Assets 2020: $7,452,251Liabilities 2020: $0Net Assets 2020: $7,452,2512020Assets 2021: $9,809,045Liabilities 2021: $0Net Assets 2021: $9,809,0452021Assets 2022: $8,772,336Liabilities 2022: $0Net Assets 2022: $8,772,3362022Assets 2023: $15,604,659Liabilities 2023: $0Net Assets 2023: $15,604,6592023Assets 2024: $17,489,859Liabilities 2024: $0Net Assets 2024: $17,489,8592024

Highlighted filing

2017

Assets$5,143,927
Liabilities$0
Net Assets$5,143,927

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $22,3512010Expenses 2011: $9,8392011Expenses 2012: $109,6282012Expenses 2013: $96,4922013Revenue 2014: $794,830Expenses 2014: $135,795Net Income 2014: $659,0352014Revenue 2015: $466,146Expenses 2015: $168,523Net Income 2015: $297,6232015Revenue 2016: $63,399Expenses 2016: $312,503Net Income 2016: -$249,1042016Revenue 2017: $558,359Expenses 2017: $329,072Net Income 2017: $229,2872017Revenue 2018: $747,728Expenses 2018: $421,535Net Income 2018: $326,1932018Revenue 2019: $1,550,267Expenses 2019: $244,649Net Income 2019: $1,305,6182019Revenue 2020: $706,781Expenses 2020: $179,515Net Income 2020: $527,2662020Revenue 2021: $1,006,678Expenses 2021: $339,817Net Income 2021: $666,8612021Revenue 2022: $789,759Expenses 2022: $294,978Net Income 2022: $494,7812022Revenue 2023: $6,529,035Expenses 2023: $376,670Net Income 2023: $6,152,3652023Revenue 2024: $1,166,778Expenses 2024: $624,126Net Income 2024: $542,6522024

Highlighted filing

2017

Revenue$558,359
Expenses$329,072
Net Income$229,287
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 20, 2018
Return Version
2016v3.0
Gross Receipts
$10,890,112
Mission and Program Overview

Mission

The vanguard university foundation supports the university through fundraising and management of the endowmnent. Foundation directors are distinguished members of the community, primarily of orange county, who support the mission of vanguard as ambassadors and donors.

To support vanguard university endowed scholarship programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,652,170$5,143,927▲ $491,757
Total Assets$4,652,170$5,143,927▲ $491,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,822,524$4,086,978▲ $264,454
Temporarily Rstr Net Assets$829,646$1,056,949▲ $227,303
Total Net Assets Fund Balance$4,652,170$5,143,927▲ $491,757
Total Liabilities and Net Assets / Fund Balance$4,652,170$5,143,927▲ $491,757

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,652,170$266,331▲ $554,498-$5,143,927
2015$4,927,546$104,862▼ $67,735-$4,652,170
2014$4,720,315$353,438▲ $22,316-$4,927,546
2013$3,631,345$603,635▲ $621,130-$4,720,315
2012$3,161,211$262,738▲ $303,888-$3,631,345
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff MotskeChairman of the Board
Justin McinteeFoundation President
Michael BealsUniv President
Marsha PlacenciaVice Chair Board Affairs
Brad GravesVice Chair Investment & Finance
Bruce CorbettBoard Member
Connie ClementsBoard Member
Dixie ArnoldBoard Member
Don JudkinsBoard Member
Don SaulicBoard Member
Donn RedigerBoard Member
Donovan McreynoldsBoard Member
Ed ArnoldBoard Member
Gary GrayBoard Member
Kathy KramerBoard Member
Kevin ColemanBoard Member
Kyle FergusonBoard Member
Marty BurbankBoard Member
Paul HeathBoard Member
Richard PorrasBoard Member
Rush HillBoard Member
Steve CastleBoard Member
Terry WalkerBoard Member
Tom TaillonBoard Member
David ElliotFoundation Secretary
Jeremy MoserFoundation Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,331
Program Service Revenue
$0
Investment Income
$292,028
Other Revenue
$0
All Other Contributions
$266,331
Change in Net Assets
$229,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$305,739
Other Expenses$23,333
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$305,739--$305,739
Fees for Service Investment Mgmnt Fees-$23,333-$23,333
Total Functional Expenses$305,739$23,333$0$329,072
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vanguard University of Southern CaliforniaCosta Mesa, CA501(c)(3)Scholarships$305,739
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The foundation's only member shall be the vanguard university of southern california (the university). The action of the university's board of trustees shall constitute the action of the member. The university board of trustees votes upon the nomination of any candidate to the foundation's board of directors. Any proposed amendment or addition to the foundation's bylaws must be ratified and approved by the university. Termination of the foundation must be ratified by the university. Each year the foundation shall distribute to the university amounts determined as the endowment spending rate. Upon dissolution all property owned by the foundation would be distributed to the university.

Form 990, Part VI, Section A, Line 7A

The university board of trustees shall consider, and vote upon the nomination of any candidate to the foundation's board of directors. The university is the sole member of the foundation.

Form 990, Part VI, Section A, Line 7B

The university's board of trustees shall consider, and vote upon the amendment of the bylaws of the foundation. The university's board of trustees approves the foundation's board of trustees and has the power to appoint or replace the foundation's board trustees. Termination of the foundation must be ratified by the university.

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

There are no committees with authority to act on behalf of the governing body.

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

The form 990 is prepared by management with the assistance of an independent accounting firm. The vanguard university audit committee reviews the vanguard university foundation's form 990 which is then provided to the foundation's investment and finance committee for review and approval.

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

There is an annual disclosure required by all board members and officers. Any transactions that could give rise to conflict are reviewed by the governing body, meaning board of trustees or foundation board. If a conflict arises, the person recuses him or herself from discussion and/or vote on the transaction being discussed. This recusal is documented in the meeting minutes. There have been no known incidences in which the individual did not recuse themselves during this reporting period.

Form 990, Part VI, Section B, Line 15

The foundation has no paid employees.

Form 990, Part VI, Section C, Line 19

The organization makes its consolidated audited financial statements, governing documents, and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Vanguard University Foundation
EIN
91-2164193
Phone
7145563610
Address
55 FAIR DRIVE, COSTA MESA, CA 92626

Signing Officer

Name
Jeremy Moser
Title
Treasurer
Phone
7145563610
Signed
2018-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Moser
Formed
2001
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
23
Employees
0
Volunteers
43

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 N LAKE AVE SUITE 900, PASADENA, CA 91101
Preparer
Bared Dilacar
Phone
6267933600
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

In accordance with provisions of generally accepted accounting principles, the university had no uncertain tax positions and/or obligations at june 30, 2017 and 2016.

Part V, Line 4

The foundation's endowment assets are invested in a pooled investment fund. The earnings are used to fund scholarships for students of its related organization, vanguard university of southern california.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15200919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR INVESTMENT & FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3FOUNDATION SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12FOUNDATION TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR BOARD AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNIV PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0155288
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt0305739
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0305739
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0305739
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010487041
IRS990/GrossReceiptsAmt010890112
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0136740
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0136740
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04652170
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05143927
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010331753
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VANGUARD UNIVERSITY FOUNDATION SUPPORTS THE UNIVERSITY THROUGH FUNDRAISING AND MANAGEMENT OF THE ENDOWMENT. FOUNDATION DIRECTORS ARE DISTINGUISHED MEMBERS OF THE COMMUNITY, PRIMARILY OF ORANGE COUNTY, WHO SUPPORT THE MISSION OF VANGUARD AS AMBASSADORS AND DONORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04652170
IRS990/NetAssetsOrFundBalancesEOYAmt05143927
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0155288
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0155288
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0262470
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03822524
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04086978
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEREMY MOSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0104862
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0295300
IRS990/PYInvestmentIncomeAmt0-41463
IRS990/PYOtherExpensesAmt017203
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-249104
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0312503
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt063399
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0229287
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956002998
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0305739
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VANGUARD UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0305739
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/AdministrativeExpensesAmt023333
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04652170
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0266331
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05143927
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0305739
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0554498
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04927546
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0104862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04652170
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0295300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-67735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028062
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04720315
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0353438
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04927546
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03631345
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0603635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04720315
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0621130
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011727
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03161211
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0262738

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$1.17$0.62$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$6.53$0.38$6.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.00$8.77$0.79$0.29$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.81$0.00$9.81$1.01$0.34$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$0.71$0.18$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.00$7.02$1.55$0.24$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.75$0.42$0.33
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.56$0.33$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.06$0.31$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.47$0.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.79$0.14$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$0.02