Civic Intelligence

Sonora Area Foundation

990 • Fiscal year 2016 • EIN 93-1023051

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.SONORA-AREA.ORG
362 S Stewart StreetSonora, CA 95370

(209) 533-2596

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.12x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$16,667

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

51%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,310,405

Up $1,223,601 (+20%) from 2015

Net Assets

Up

$7,091,959

Up $1,228,570 (+21%) from 2015

Liabilities

Down

$218,446

Down $4,969 (-2.2%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$1,841,109

Up $622,581 (+51%) from 2015

Expenses

Down

$871,768

Down $286,136 (-25%) from 2015

Net Income

Up

$969,341

Up $908,717 (+1499%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2010: $7,397,545Liabilities 2010: $225,403Net Assets 2010: $7,172,1422010Assets 2011: $6,451,060Liabilities 2011: $182,814Net Assets 2011: $6,268,2462011Assets 2012: $6,226,215Liabilities 2012: $177,426Net Assets 2012: $6,048,7892012Assets 2013: $6,233,469Liabilities 2013: $221,403Net Assets 2013: $6,012,0662013Assets 2014: $6,274,281Liabilities 2014: $169,455Net Assets 2014: $6,104,8262014Assets 2015: $6,086,804Liabilities 2015: $223,415Net Assets 2015: $5,863,3892015Assets 2016: $7,310,405Liabilities 2016: $218,446Net Assets 2016: $7,091,9592016Assets 2017: $14,203,544Liabilities 2017: $317,369Net Assets 2017: $13,886,1752017Assets 2018: $14,004,858Liabilities 2018: $2,295,045Net Assets 2018: $11,709,8132018Assets 2019: $14,485,085Liabilities 2019: $544,980Net Assets 2019: $13,940,1052019Assets 2020: $16,753,444Liabilities 2020: $549,283Net Assets 2020: $16,204,1612020Assets 2021: $18,817,138Liabilities 2021: $606,415Net Assets 2021: $18,210,7232021Assets 2022: $17,091,050Liabilities 2022: $356,421Net Assets 2022: $16,734,6292022Assets 2023: $19,533,337Liabilities 2023: $170,325Net Assets 2023: $19,363,0122023Assets 2024: $21,837,865Liabilities 2024: $358,564Net Assets 2024: $21,479,3012024

Highlighted filing

2016

Assets$7,310,405
Liabilities$218,446
Net Assets$7,091,959
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $2,196,229Expenses 2010: $887,814Net Income 2010: $1,308,4152010Revenue 2011: $843,866Expenses 2011: $809,952Net Income 2011: $33,9142011Revenue 2012: $1,021,757Expenses 2012: $1,171,507Net Income 2012: -$149,7502012Revenue 2013: $732,927Expenses 2013: $1,205,112Net Income 2013: -$472,1852013Revenue 2014: $1,011,806Expenses 2014: $826,143Net Income 2014: $185,6632014Revenue 2015: $1,218,528Expenses 2015: $1,157,904Net Income 2015: $60,6242015Revenue 2016: $1,841,109Expenses 2016: $871,768Net Income 2016: $969,3412016Revenue 2017: $7,332,647Expenses 2017: $1,175,637Net Income 2017: $6,157,0102017Revenue 2018: $2,915,494Expenses 2018: $1,696,623Net Income 2018: $1,218,8712018Revenue 2019: $2,537,019Expenses 2019: $1,861,326Net Income 2019: $675,6932019Revenue 2020: $2,718,541Expenses 2020: $1,910,086Net Income 2020: $808,4552020Revenue 2021: $3,939,364Expenses 2021: $2,499,254Net Income 2021: $1,440,1102021Revenue 2022: $3,834,313Expenses 2022: $2,063,988Net Income 2022: $1,770,3252022Revenue 2023: $2,655,943Expenses 2023: $1,944,547Net Income 2023: $711,3962023Revenue 2024: $3,987,911Expenses 2024: $2,894,851Net Income 2024: $1,093,0602024

Highlighted filing

2016

Revenue$1,841,109
Expenses$871,768
Net Income$969,341
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$3,277,088
Mission and Program Overview

Mission

SEE PAGE 1

Strengthens its community through assisting donors, making grants, and providing leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,058,428$5,364,010▲ $305,582
Savings and Temporary Cash Investments$579,449$611,834▲ $32,385
Land, Buildings, and Equipment, Net$440,193$423,486▼ $16,707
Total Assets$6,086,804$7,310,405▲ $1,223,601
Other Assets Total$8,734$911,075▲ $902,341
Liabilities
Grants Payable$198,575$202,332▲ $3,757
Accounts Payable and Accrued Expenses$24,840$16,114▼ $8,726
Total Liabilities$223,415$218,446▼ $4,969
Net Assets / Fund Balance
Unrestricted Net Assets$4,991,149$5,323,306▲ $332,157
Temporarily Rstr Net Assets$7,140$903,553▲ $896,413
Permanently Rstr Net Assets$865,100$865,100→ $0
Total Net Assets Fund Balance$5,863,389$7,091,959▲ $1,228,570
Total Liabilities and Net Assets / Fund Balance$6,086,804$7,310,405▲ $1,223,601

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$423,486$128,188$551,674
Other Assets Org$14,984--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$867,149-▲ $36,407-$907,878
2015$942,226-▼ $44,077-$867,149
2014$952,457-▲ $27,369-$942,226
2013$925,856-▲ $41,600-$952,457
2012$866,585-▲ $74,271-$925,857
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Darrell SlocumExecutive DiFT$16,667$16,667

Board Members and Trustees

NameTitle
Mark KraftPresident
Dana MayoDirector
Derek MaxsonDirector
Gary DambacherDirector
Pete KernsDirector
William G PolleyDirector
Carey HaughySecretary
Bob OzbirnTreasurer
Tracy RussellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,629,404
Program Service Revenue
$163,142
Investment Income
$48,563
Other Revenue
$0
All Other Contributions
$1,194,896
Change in Net Assets
$969,341

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$30,143Price on Date of Receipt
Total Noncash Contributions6$30,143-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,827,414
Revenue Not Reported on Financial Statements
$13,695
Revenue Not Reported on Form 990
$259,229
Total Revenue per Audited Statements
$2,086,643
Total Revenue per Form 990
$1,841,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$431,270
Salaries, Compensation, and Employee Benefits$297,357
Other Expenses$143,141
Total Fundraising Expense$109,832
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,694--$246,694
Other Salaries and Wages$76,579$89,707$52,511$218,797
Grants to Domestic Individuals$184,576--$184,576
Other Employee Benefits$14,358$16,820$9,846$41,024
Occupancy$9,062$10,616$6,214$25,892
Fees for Services Accounting-$22,910-$22,910
Payroll Taxes$6,688$7,833$4,585$19,106
Information Technology$6,473$7,582$4,438$18,493
Pension Plan Contributions$6,451$7,556$4,423$18,430
Depreciation Depletion$7,670$5,823$3,214$16,707
Conferences and Meetings$5,551$6,502$3,806$15,859
Fees for Service Investment Mgmnt Fees--$13,695$13,695
Insurance$4,731$5,542$3,244$13,517
Advertising$2,720$3,187$1,865$7,772
Office Expenses$1,851$2,168$1,269$5,288
Fees for Services Other$1,053$1,233$722$3,008
Total Functional Expenses$574,457$187,479$109,832$871,768

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$871,768
Expenses per Audited Statements$858,073
Total Expenses per Audited Statements$858,073
Expenses Not Reported on Financial Statements$13,695
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic CharitiesSonora, CA3Human Services$56,000
Jamestown Elementary SchJamestown, CAGovResource Center Ops$23,794
Stage 3 TheatreSonora, CA3Operating Expenses$20,000
Teen WorksSonora, CA3Mentoring Program$20,000
Sonora Lions ClubStandard, CA3Project Support$16,500
Promotion Club of JamestownJamestown, CA3Park Project$10,000
A-tcaaSonora, CA3Food Bank & Programs$8,041
Kiwanis Child SpreeSonora, CA3Clothing & Supplies$7,325
Tuol Co Superintedent SchoolsSonora, CAGovProgram Support$5,050
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Pete kerns mark kraft director director ordinary course ofbusiness bob ozbirn gary dambacher treasurer director ordinary courseof business”

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 is provided to the board of directors for approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization annually requires all board members and employees to comp lete a conflict of interest questionaire.”

Form 990, Page 6, Part VI, Line 15A

“A study of comparable salaries for the executive director was conducted pr ior to the hiring of the current executive director.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, policies and financial statements are made availa ble to the public upon request at the offices of the foundation during nor mal business hours.”

Filing and Contact Details

Filer

Filer Name
Sonora Area Foundation
EIN
93-1023051
Phone
2095332596
Address
362 S STEWART STREET, SONORA, CA 95370

Signing Officer

Name
Mark Kraft
Title
President
Phone
2095332596
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Kraft
Formed
1989
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
4

Preparer

Firm
Sonora CPA Group Inc
Address
216 S SHEPHERD ST, SONORA, CA 95370-4734
Preparer
Patricia B Hohne
Phone
2095320077
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Generations funding for community programs”

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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/InvestmentsPubTradedSecGrp/EOYAmt05364010
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0128188
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0440193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0423486
IRS990/LandBldgEquipCostOrOtherBssAmt0551674
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01435979
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE PAGE 1
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05863389
IRS990/NetAssetsOrFundBalancesEOYAmt07091959
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-134258
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-134258
IRS990/NetUnrlzdGainsLossesInvstAmt0259229
IRS990/NoncashContributionsAmt030143
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt06214
IRS990/OccupancyGrp/ManagementAndGeneralAmt010616
IRS990/OccupancyGrp/ProgramServicesAmt09062
IRS990/OccupancyGrp/TotalAmt025892
IRS990/OfficeExpensesGrp/FundraisingAmt01269
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02168
IRS990/OfficeExpensesGrp/ProgramServicesAmt01851
IRS990/OfficeExpensesGrp/TotalAmt05288
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08734
IRS990/OtherAssetsTotalGrp/EOYAmt0911075
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09846
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016820
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014358
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041024
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052511
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt076579
IRS990/OtherSalariesAndWagesGrp/TotalAmt0218797
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04585
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07833
IRS990/PayrollTaxesGrp/ProgramServicesAmt06688
IRS990/PayrollTaxesGrp/TotalAmt019106
IRS990/PensionPlanContributionsGrp/FundraisingAmt04423
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07556
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06451
IRS990/PensionPlanContributionsGrp/TotalAmt018430
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0865100
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0865100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK KRAFT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GRANTS ADMINISTRATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0163142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163142
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0952162
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0694436
IRS990/PYInvestmentIncomeAmt096482
IRS990/PYOtherExpensesAmt0169987
IRS990/PYProgramServiceRevenueAmt0169884
IRS990/PYRevenuesLessExpensesAmt060624
IRS990/PYSalariesCompEmpBnftPaidAmt0293481
IRS990/PYTotalExpensesAmt01157904
IRS990/PYTotalRevenueAmt01218528
IRS990/ReconcilationRevenueExpnssAmt0969341
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0424508
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0579449
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0611834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0733313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0952162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0601617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0666869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0834355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03788316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0182821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0218300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0219636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0168994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0133563
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0923314
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48530
IRS990ScheduleA/PublicSupportPY170Pct00.50560
IRS990ScheduleA/PublicSupportTotal170Amt02286519
IRS990ScheduleA/SubstantialContributorsTotAmt01501797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0733313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0952162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0601617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0666869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0834355
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03788316
IRS990ScheduleA/TotalSupportAmt04711630
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0867149
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0907878
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09017
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt036407
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0942226
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0867149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0952457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0942226
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt037600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027369
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0925856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0952457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0866585
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0925857
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074271
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt064446
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt041879
IRS990ScheduleD/DonorAdvisedFundsHeldCnt028
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0692347
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013695
IRS990ScheduleD/ExpensesSubtotalAmt0858073
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01564958
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0389391
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0145
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt06399602
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013695
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013695
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0259229
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0896091
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt114984
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PLANNED GIFT RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM RELATED ORGANIZATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0423486
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0128188
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0551674
IRS990ScheduleD/RevenueNotReportedAmt0259229
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013695
IRS990ScheduleD/RevenueSubtotalAmt01827414
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERATIONS FUNDING FOR COMMUNITY PROGRAMS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0423486
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0911075
IRS990ScheduleD/TotalExpensesPerForm990Amt0871768
IRS990ScheduleD/TotalRevenuePerForm990Amt01841109
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02086643
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0858073
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0184576
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & MED ASSIST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0162
IRS990ScheduleI/RecipientTable/CashGrantAmt08041
IRS990ScheduleI/RecipientTable/CashGrantAmt156000
IRS990ScheduleI/RecipientTable/CashGrantAmt216500
IRS990ScheduleI/RecipientTable/CashGrantAmt37325
IRS990ScheduleI/RecipientTable/CashGrantAmt45050
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt823794
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/IRCSectionDesc4GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc53
IRS990ScheduleI/RecipientTable/IRCSectionDesc63

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,310,405
Liabilities
$218,446
Net assets
$7,091,959
Revenue
$1,841,109
Expenses
$871,768
Net income
$969,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.36$21.5$3.99$2.89$1.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.17$19.4$2.66$1.94$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.36$16.7$3.83$2.06$1.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.61$18.2$3.94$2.50$1.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.55$16.2$2.72$1.91$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.54$13.9$2.54$1.86$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.30$11.7$2.92$1.70$1.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.32$13.9$7.33$1.18$6.16
2016Detailed filing. Detailed filing data is available for this year.$7.31$0.22$7.09$1.84$0.87$0.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.22$5.86$1.22$1.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.27$0.17$6.10$1.01$0.83$0.19
2013Detailed filing. Detailed filing data is available for this year.$6.23$0.22$6.01$0.73$1.21$0.47
2012Summary only. Only limited summary data is available for this year.$6.23$0.18$6.05$1.02$1.17$0.15
2011Summary only. Only limited summary data is available for this year.$6.45$0.18$6.27$0.84$0.81$0.03
2010Summary only. Only limited summary data is available for this year.$7.40$0.23$7.17$2.20$0.89$1.31