Civic Intelligence

Madison Rotary Foundation

990 • Fiscal year 2015 • EIN 93-0757050

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileROTARYMADISON.ORG
22 North Carroll Street No 202Madison, WI 53703

(608) 255-9164

Siviq Scores

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

Liabilities / Assets

30th percentile

0.08x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.93x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$98,980

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$10,976,862

Up $7,303 (+0.1%) from 2014

Net Assets

Down

$10,105,347

Down $44,852 (-0.4%) from 2014

Liabilities

Up

$871,515

Up $52,155 (+6.4%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin82nd percentile

Revenue

Down

$932,759

Down $228,128 (-20%) from 2014

Expenses

Up

$696,985

Up $48,668 (+7.5%) from 2014

Net Income

Down

$235,774

Down $276,796 (-54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $8,332,802Liabilities 2011: $664,816Net Assets 2011: $7,667,9862011Assets 2012: $8,351,921Liabilities 2012: $778,883Net Assets 2012: $7,573,0382012Assets 2013: $9,229,417Liabilities 2013: $749,173Net Assets 2013: $8,480,2442013Assets 2014: $10,969,559Liabilities 2014: $819,360Net Assets 2014: $10,150,1992014Assets 2015: $10,976,862Liabilities 2015: $871,515Net Assets 2015: $10,105,3472015Assets 2016: $10,582,327Liabilities 2016: $971,997Net Assets 2016: $9,610,3302016Assets 2017: $11,882,978Liabilities 2017: $1,035,777Net Assets 2017: $10,847,2012017Assets 2018: $12,751,311Liabilities 2018: $1,019,425Net Assets 2018: $11,731,8862018Assets 2019: $13,433,749Liabilities 2019: $1,045,072Net Assets 2019: $12,388,6772019Assets 2020: $13,278,640Liabilities 2020: $1,103,969Net Assets 2020: $12,174,6712020Assets 2021: $16,471,750Liabilities 2021: $1,149,194Net Assets 2021: $15,322,5562021Assets 2022: $14,566,656Liabilities 2022: $1,207,017Net Assets 2022: $13,359,6392022Assets 2023: $16,215,394Liabilities 2023: $1,337,437Net Assets 2023: $14,877,9572023Assets 2024: $17,619,189Liabilities 2024: $1,282,875Net Assets 2024: $16,336,3142024Assets 2025: $19,386,767Liabilities 2025: $1,329,236Net Assets 2025: $18,057,5312025

Highlighted filing

2015

Assets$10,976,862
Liabilities$871,515
Net Assets$10,105,347
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $616,412Expenses 2011: $539,975Net Income 2011: $76,4372011Expenses 2012: $617,7622012Expenses 2013: $624,4732013Revenue 2014: $1,160,887Expenses 2014: $648,317Net Income 2014: $512,5702014Revenue 2015: $932,759Expenses 2015: $696,985Net Income 2015: $235,7742015Revenue 2016: $665,835Expenses 2016: $761,535Net Income 2016: -$95,7002016Revenue 2017: $870,590Expenses 2017: $709,540Net Income 2017: $161,0502017Revenue 2018: $1,670,097Expenses 2018: $815,061Net Income 2018: $855,0362018Revenue 2019: $1,403,547Expenses 2019: $860,894Net Income 2019: $542,6532019Revenue 2020: $1,025,021Expenses 2020: $829,269Net Income 2020: $195,7522020Revenue 2021: $771,614Expenses 2021: $760,860Net Income 2021: $10,7542021Revenue 2022: $1,258,120Expenses 2022: $811,463Net Income 2022: $446,6572022Revenue 2023: $1,089,085Expenses 2023: $915,890Net Income 2023: $173,1952023Revenue 2024: $672,744Expenses 2024: $960,913Net Income 2024: -$288,1692024Revenue 2025: $1,100,384Expenses 2025: $1,021,725Net Income 2025: $78,6592025

Highlighted filing

2015

Revenue$932,759
Expenses$696,985
Net Income$235,774
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$3,006,873
Mission and Program Overview

Mission

The mission of the madison rotary foundation is to work with the rotary club of madison to support its charitable activities, serve as a responsible steward of its resources, and ensure compliance with all regulations.

Award scholarships to students and grants to community charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,395,306$10,555,526▲ $160,220
Cash and Non-Interest-Bearing Accounts$168,267$211,813▲ $43,546
Savings and Temporary Cash Investments$381,883$178,863▼ $203,020
Total Assets$10,969,559$10,976,862▲ $7,303
Other Assets Total$24,103$30,660▲ $6,557
Liabilities
Grants Payable$819,360$871,515▲ $52,155
Total Liabilities$819,360$871,515▲ $52,155
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,541,305$4,731,062▲ $189,757
Temporarily Rstr Net Assets$3,329,895$3,179,741▼ $150,154
Unrestricted Net Assets$2,278,999$2,194,544▼ $84,455
Total Net Assets Fund Balance$10,150,199$10,105,347▼ $44,852
Total Liabilities and Net Assets / Fund Balance$10,969,559$10,976,862▲ $7,303

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$9,053,398$189,757▲ $210,689-$9,093,001
2013$7,613,993$525,427▲ $1,239,900-$9,053,398
2012$6,873,122$200,781▲ $867,738-$7,613,993
2011$6,853,286$277,746▲ $67,306$15,975$6,873,122
2010$6,030,118$144,552▲ $1,050,870-$6,853,286
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia L JenkinsSecretaryPT$22,765$76,215$98,980

Board Members and Trustees

NameTitle
Cheryl WestonTrustee, President
Bryan ChanTrustee, Vice President
Darrell BehnkeTrustee
James HamreTrustee
Juan LopezTrustee
Michael MayTrustee
Moses AltsechTrustee
Renee MoeTrustee
Richard GoedjenTrustee
Samuel AdamsTrustee
Sarah DetienneTrustee
Susan SchmitzTrustee
Thomas WalkerTrustee
Wesley SparkmanTrustee
David DuchowAssistant Treasurer
Joel McneilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$380,349
Program Service Revenue
$0
Investment Income
$552,410
Other Revenue
$0
All Other Contributions
$380,349
Change in Net Assets
$235,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$932,759
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-280,626
Total Revenue per Audited Statements
$652,133
Total Revenue per Form 990
$932,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$582,360
Other Expenses$69,907
Salaries, Compensation, and Employee Benefits$44,718
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$309,900--$309,900
Grants to Domestic Orgs$258,460--$258,460
Current Officers, Directors, Trustees, and Key Employees-$23,176-$23,176
Fees for Services Accounting-$19,493-$19,493
Other Salaries and Wages-$14,752-$14,752
Foreign Grants$14,000--$14,000
Fees for Service Investment Mgmnt Fees-$12,045-$12,045
Office Expenses-$4,158-$4,158
Other Employee Benefits-$3,977-$3,977
Occupancy-$3,665-$3,665
Payroll Taxes-$2,813-$2,813
All Other Expenses-$2,798-$2,798
Other Expenses$3,569$2,796-$2,796
Insurance-$879-$879
Total Functional Expenses$601,848$95,137$0$696,985

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$696,985
Total Expenses per Audited Statements$696,985
Total Expenses per Form 990$696,985
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Madison School Community Recreation DeptMadison, WI501(c)(3)Senior Fitness$51,910
Briarpatch Youth Services IncMadison, WI501(c)(3)Emergency Housing for Teens Who Are Runaways or Homeless$8,000
Porchlight IncMadison, WI501(c)(3)Digs Eviction Program Emergency Assistance to Homeless$8,000
Access Community Health CentersMadison, WI501(c)(3)Support of School Based Dental Program for Uninsured Children.$7,500
The Road Home Dane CountyMadison, WI501(c)(3)Shelter Program Support for Homeless Families$6,500
The Salvation Army of Dane CountyMadison, WI501(c)(3)SUPPORT OF SINGLE WOMEN'S SHELTER$6,100
Urban League of Greater MadisonMadison, WI501(c)(3)College Preparatory Program for Middle Schoolers$6,000
Wisconsin Youth CompanyMadison, WI501(c)(3)After School and Summer Camp Programs for Children Unable to Afford Cost.$5,800
Second Harvest Foodbank of Southern WisconsinMadison, WI501(c)(3)Cafe Food Program$5,600
Planned Parenthood of Wisconsin IncMilwaukee, WI501(c)(3)Help Parents and Educators$5,500
St Vincent De Paul District Council of Madison WiMadison, WI501(c)(3)Expansion of Charitable Pharmacy$5,500
Bridge Lake Point Waunona Neighborhood CenterMadison, WI501(c)(3)Teach Language Skills$5,300
River Food PantryMadison, WI501(c)(3)Replace Commercial Freezer$5,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaws were amended that trustees serve a four year term instead of a three year term.”

Form 990, Part VI, Section A, Line 6

“According to the foundation's articles of organization, article seven: all active and honorary members of the rotary club of madison shall be active members of the corporation. Involuntary past rotarians are also eligible for membership. The board of trustees may, by a two-thirds vote, elect any person (irrespective of connection with the rotary club of madison) an honorary member of the corporation, and any such member may be discharged by a like vote and active members shall automatically be discharged when they cease to be members of the rotary club of madison.”

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

“During the annual meeting, members of the organization vote for new trustees. From bylaws section i. General powers: the management and control of the corporation shall reside in the board of fourteen trustees, two of whom shall be the most recently retired past presidents of the rotary club of madison who are still members of the club, each of whom shall serve a two-year term. The other twelve trustees are to be elected from the membership with a three-year, non-renewable term, on a staggered basis of four per year. Article iii general officers section i election: the trustees shall annually elect four officers, a president, a vice president, a secretary, and treasurer. The president and vice president shall be elected from among the trustees, but the secretary and a treasurer need not be a trustee.”

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

“If decisions relate to the governing documents or the matter changes the direction of the organization, the membership votes on the matter.”

Form 990, Part VI, Section B, Line 11

“Form 990 is prepared by the accounting firm that handles the quarterly accounting reports which are distributed to all foundation trustees and officers. The form 990 is shared with the officers prior to being filed.”

Form 990, Part VI, Section B, Line 15B

“The evaluation process for determining the compensation for the secretary is conducted independently by the madison rotary club. A committee is comprised of volunteers that include professionals who have a knowledge of industry data, and they work with current madison rotary club officers to determine compensation for staff employees.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available for anyone to view on our website. We at least annually announce to our members that our financial documents are available for anyone wishing to view them and are available in our rotary office. Our financial documents would be made available to anyone from the general public who contacted us and requested that information.”

Filing and Contact Details

Filer

Filer Name
Madison Rotary Foundation
EIN
93-0757050
Phone
6082559164
Address
22 NORTH CARROLL STREET NO 202, MADISON, WI 53703

Signing Officer

Name
Michael May
Title
President
Phone
6082559164
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael May
Formed
1932
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
125

Preparer

Firm
Rsm US Llp
Address
PO BOX 5946, MADISON, WI 53705-0946
Preparer
James F Stark
Phone
6088332612
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The proccess has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“To provide grants and/or scholarships from its endowment funds to allow the fund to continue in perpetuity. Current guidelines provide that the foundation shall use 5% of the average market value of an endowment fund based upon three calendar year end balances preceding the year the grants will be awarded.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1468297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE, VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0371387
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0272460
IRS990/GrantsPayableGrp/BOYAmt0819360
IRS990/GrantsPayableGrp/EOYAmt0871515
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0309900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0309900
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0258460
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0258460
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02445501
IRS990/GrossReceiptsAmt03006873
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0879
IRS990/InsuranceGrp/TotalAmt0879
IRS990/InvestmentIncomeGrp/ExclusionAmt0181023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0181023
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010395306
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010555526
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02074114
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AWARD SCHOLARSHIPS TO STUDENTS AND GRANTS TO COMMUNITY CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010150199
IRS990/NetAssetsOrFundBalancesEOYAmt010105347
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0371387
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0371387
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-280626
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03665
IRS990/OccupancyGrp/TotalAmt03665
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04158
IRS990/OfficeExpensesGrp/TotalAmt04158
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024103
IRS990/OtherAssetsTotalGrp/EOYAmt030660
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03977
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03977
IRS990/OtherExpensesGrp/Desc0ETHICS SYMPOSIUM
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2ROTARY YOUTH EXCHANGE
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12796
IRS990/OtherExpensesGrp/ProgramServicesAmt015919
IRS990/OtherExpensesGrp/ProgramServicesAmt13569
IRS990/OtherExpensesGrp/TotalAmt015919
IRS990/OtherExpensesGrp/TotalAmt14585
IRS990/OtherExpensesGrp/TotalAmt23569
IRS990/OtherExpensesGrp/TotalAmt32796
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014752
IRS990/OtherSalariesAndWagesGrp/TotalAmt014752
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02813
IRS990/PayrollTaxesGrp/TotalAmt02813
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04541305
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04731062
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL MAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAM - PROVIDES FOUR YEAR COLLEGE SCHOLARSHIP ASSISTANCE TO HIGH SCHOOL SENIORS IN NEED OF FINANCIAL RESOURCES TO ATTEND COLLEGE. STUDENTS IN THE PROGRAM MUST SUBMIT AN OFFICIAL TRANSCRIPT FROM THEIR COLLEGE IN ORDER TO CONTINUE RECEIVING THE FINANCIAL ASSISTANCE, AND 23 STUDENTS RECEIVED SCHOLARSHIPS. ONE TWO-YEAR COLLEGE SCHOLARSHIP WAS ALSO PROVIDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0309900
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0309900
IRS990/ProgSrvcAccomActy3Grp/Desc0YOUTH AWARDS PROGRAM - PROVIDES ONE-TIME AWARD AMOUNTS TO LOCAL HIGH SCHOOL STUDENTS FOR ACHIEVEMENTS DURING THE CURRENT YEAR OR DURING THEIR HIGH SCHOOL YEARS. ALL OF THE FUNDS PROVIDED THROUGH THESE PROGRAMS PROVIDE 100% TO RECIPIENTS/ORGANIZATIONS. 45 STUDENTS RECEIVED AWARDS IN 2015.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03569
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ETHICS SYMPOSIUM
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015919
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0701072
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0529439
IRS990/PYInvestmentIncomeAmt0459815
IRS990/PYOtherExpensesAmt077159
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0512570
IRS990/PYSalariesCompEmpBnftPaidAmt041719
IRS990/PYTotalExpensesAmt0648317
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01160887
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0235774
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0381883
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0380349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0701072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0372056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0436537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0313465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02203479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0181023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0174117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0198092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0190279
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0919189
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53740
IRS990ScheduleA/PublicSupportPY170Pct00.52630
IRS990ScheduleA/PublicSupportTotal170Amt01678160
IRS990ScheduleA/SubstantialContributorsTotAmt0525319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0380349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0701072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0372056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0436537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0313465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02203479
IRS990ScheduleA/TotalSupportAmt03122668
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09053398
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0189757
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09093001
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0360843
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0210689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07613993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0525427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09053398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0325922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01239900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06873122
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0200781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07613993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0327648
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0867738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06853286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0277746
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06873122
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309241
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067306
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt015975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06030118
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0144552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06853286
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0393489
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01050870
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0696985
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-280626
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52030
IRS990ScheduleD/RevenueNotReportedAmt0-280626
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0932759
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE GRANTS AND/OR SCHOLARSHIPS FROM ITS ENDOWMENT FUNDS TO ALLOW THE FUND TO CONTINUE IN PERPETUITY. CURRENT GUIDELINES PROVIDE THAT THE FOUNDATION SHALL USE 5% OF THE AVERAGE MARKET VALUE OF AN ENDOWMENT FUND BASED UPON THREE CALENDAR YEAR END BALANCES PRECEDING THE YEAR THE GRANTS WILL BE AWARDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.34970
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0696985
IRS990ScheduleD/TotalRevenuePerForm990Amt0932759
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0652133
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0696985
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0283600

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,976,862
Liabilities
$871,515
Net assets
$10,105,347
Revenue
$932,759
Expenses
$696,985
Net income
$235,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.4$1.33$18.1$1.10$1.02$0.08
2024Detailed filing. Detailed filing data is available for this year.$17.6$1.28$16.3$0.67$0.96$0.29
2023Detailed filing. Detailed filing data is available for this year.$16.2$1.34$14.9$1.09$0.92$0.17
2022Detailed filing. Detailed filing data is available for this year.$14.6$1.21$13.4$1.26$0.81$0.45
2021Detailed filing. Detailed filing data is available for this year.$16.5$1.15$15.3$0.77$0.76$0.01
2020Detailed filing. Detailed filing data is available for this year.$13.3$1.10$12.2$1.03$0.83$0.20
2019Detailed filing. Detailed filing data is available for this year.$13.4$1.05$12.4$1.40$0.86$0.54
2018Detailed filing. Detailed filing data is available for this year.$12.8$1.02$11.7$1.67$0.82$0.86
2017Detailed filing. Detailed filing data is available for this year.$11.9$1.04$10.8$0.87$0.71$0.16
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.97$9.61$0.67$0.76$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.87$10.1$0.93$0.70$0.24
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.82$10.2$1.16$0.65$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.75$8.48$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.78$7.57$0.62
2011Summary only. Only limited summary data is available for this year.$8.33$0.66$7.67$0.62$0.54$0.08