Civic Intelligence

Sonora Area Foundation

990 • Fiscal year 2017 • EIN 93-1023051

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

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

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

21st percentile

$96,083

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

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

Asset Growth

97th percentile

94%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

97th percentile

298%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,203,544

Up $6,893,139 (+94%) from 2016

Net Assets

Up

$13,886,175

Up $6,794,216 (+96%) from 2016

Liabilities

Up

$317,369

Up $98,923 (+45%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$7,332,647

Up $5,491,538 (+298%) from 2016

Expenses

Up

$1,175,637

Up $303,869 (+35%) from 2016

Net Income

Up

$6,157,010

Up $5,187,669 (+535%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2017

Assets$14,203,544
Liabilities$317,369
Net Assets$13,886,175
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$7,332,647
Expenses$1,175,637
Net Income$6,157,010
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$7,602,477
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$5,364,010$9,414,511▲ $4,050,501
Savings and Temporary Cash Investments$611,834$1,244,239▲ $632,405
Land, Buildings, and Equipment, Net$423,486$406,861▼ $16,625
Total Assets$7,310,405$14,203,544▲ $6,893,139
Other Assets Total$911,075$3,137,933▲ $2,226,858
Liabilities
Grants Payable$202,332$298,560▲ $96,228
Accounts Payable and Accrued Expenses$16,114$18,809▲ $2,695
Total Liabilities$218,446$317,369▲ $98,923
Net Assets / Fund Balance
Unrestricted Net Assets$5,323,306$9,898,310▲ $4,575,004
Permanently Rstr Net Assets$865,100$2,777,339▲ $1,912,239
Temporarily Rstr Net Assets$903,553$1,210,526▲ $306,973
Total Net Assets Fund Balance$7,091,959$13,886,175▲ $6,794,216
Total Liabilities and Net Assets / Fund Balance$7,310,405$14,203,544▲ $6,893,139

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$406,861$144,813$551,674
Other Assets Org$23,757--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$907,878$1,912,239▲ $140,970-$2,931,087
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
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darrell SlocumExecutive DiFT$84,083$12,000$96,083

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
$6,757,367
Program Service Revenue
$179,813
Investment Income
$395,467
Other Revenue
$0
All Other Contributions
$6,236,507
Change in Net Assets
$6,157,010

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 Amount
Securities Publicly Traded11$2,423,532
Total Noncash Contributions11$2,423,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,298,463
Revenue Not Reported on Financial Statements
$34,184
Revenue Not Reported on Form 990
$637,206
Total Revenue per Audited Statements
$7,935,669
Total Revenue per Form 990
$7,332,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$682,634
Salaries, Compensation, and Employee Benefits$310,743
Other Expenses$182,260
Total Fundraising Expense$134,563
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$399,671--$399,671
Grants to Domestic Individuals$282,963--$282,963
Other Salaries and Wages$75,692$93,502$53,430$222,624
Other Employee Benefits$17,962$22,188$12,679$52,829
Fees for Services Accounting-$37,655-$37,655
Fees for Service Investment Mgmnt Fees--$34,184$34,184
Occupancy$8,587$10,607$6,061$25,255
Information Technology$6,575$8,122$4,641$19,338
Conferences and Meetings$6,260$7,731$4,418$18,409
Payroll Taxes$6,066$7,494$4,282$17,842
Pension Plan Contributions$5,932$7,328$4,188$17,448
Depreciation Depletion$7,377$5,959$3,289$16,625
Insurance$4,831$5,968$3,410$14,209
Advertising$3,232$3,993$2,282$9,507
Office Expenses$1,620$2,002$1,144$4,766
Fees for Services Other$786$971$555$2,312
Total Functional Expenses$827,554$213,520$134,563$1,175,637

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,175,637
Expenses per Audited Statements$1,141,453
Total Expenses per Audited Statements$1,141,453
Expenses Not Reported on Financial Statements$34,184
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonora Lions ClubStandard, CA3Project Support$60,500
Catholic CharitiesSonora, CA3Human Services$53,000
Sierra Senior ProvidersSonora, CAXProgram Support$30,900
Tuol Co Superintedent SchoolsSonora, CAGovProgram Support$30,500
Promotion Club of JamestownJamestown, CA3Park Project$25,000
InterfaithSonora, CA3Program Support$10,600
Sierra Repertory TheatreSonora, CA3Program Support$10,125
Hospice of the SierraSonora, CA3Program Support$10,017
Friends of Tuolumne Co LibrarySonora, CA3Program Support$10,000
Kiwanis Child SpreeSonora, CA3Clothing & Supplies$8,075
City of SonoraSonora, CAGovProgram Support$6,500
Jamestown Elementary SchJamestown, CAGovResource Center Ops$5,943
Leadership NetworkDallas, TX3Program Support$5,500
Tuolumne County Arts AllianceSonora, CA3Program Support$5,500
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
2018-10-29
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
3

Preparer

Firm
Patricia B Hohne CPA
Address
PO BOX 509, LIVINGSTON, MT 59047-4754
Preparer
Patricia B Hohne
Phone
2093524312
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Generations funding for community programs”

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IRS990/InsuranceGrp/FundraisingAmt03410
IRS990/InsuranceGrp/ManagementAndGeneralAmt05968
IRS990/InsuranceGrp/ProgramServicesAmt04831
IRS990/InsuranceGrp/TotalAmt014209
IRS990/InvestmentIncomeGrp/ExclusionAmt0327503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0327503
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05364010
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09414511
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0144813
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0423486
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0406861
IRS990/LandBldgEquipCostOrOtherBssAmt0551674
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0269830
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/NetAssetsOrFundBalancesBOYAmt07091959
IRS990/NetAssetsOrFundBalancesEOYAmt013886175
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt067964
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt067964
IRS990/NetUnrlzdGainsLossesInvstAmt0637206
IRS990/NoncashContributionsAmt02394737
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt06061
IRS990/OccupancyGrp/ManagementAndGeneralAmt010607
IRS990/OccupancyGrp/ProgramServicesAmt08587
IRS990/OccupancyGrp/TotalAmt025255
IRS990/OfficeExpensesGrp/FundraisingAmt01144
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02002
IRS990/OfficeExpensesGrp/ProgramServicesAmt01620
IRS990/OfficeExpensesGrp/TotalAmt04766
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0911075
IRS990/OtherAssetsTotalGrp/EOYAmt03137933
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012679
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022188
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017962
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052829
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053430
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt093502
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt075692
IRS990/OtherSalariesAndWagesGrp/TotalAmt0222624
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04282
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07494
IRS990/PayrollTaxesGrp/ProgramServicesAmt06066
IRS990/PayrollTaxesGrp/TotalAmt017842
IRS990/PensionPlanContributionsGrp/FundraisingAmt04188
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07328
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05932
IRS990/PensionPlanContributionsGrp/TotalAmt017448
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0865100
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02777339
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK KRAFT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GRANTS ADMINISTRATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0179813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179813
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01629404
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0431270
IRS990/PYInvestmentIncomeAmt048563
IRS990/PYOtherExpensesAmt0143141
IRS990/PYProgramServiceRevenueAmt0163142
IRS990/PYRevenuesLessExpensesAmt0969341
IRS990/PYSalariesCompEmpBnftPaidAmt0297357
IRS990/PYTotalExpensesAmt0871768
IRS990/PYTotalRevenueAmt01841109
IRS990/ReconcilationRevenueExpnssAmt06157010
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0520860
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0172800
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0611834
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01244239
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ONE TIME BEQUEST 5,455,478
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01301888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0733313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0952162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0607617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0666869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04261849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0327503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0182821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0218300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0238929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0168994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01136547
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46220
IRS990ScheduleA/PublicSupportPY170Pct00.48530
IRS990ScheduleA/PublicSupportTotal170Amt02494904
IRS990ScheduleA/SubstantialContributorsTotAmt01766945
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01301888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0733313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0952162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0607617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0666869
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04261849
IRS990ScheduleA/TotalSupportAmt05398396
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0907878
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01912239
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02931087
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0867149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0907878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036407
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0942226
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0867149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0952457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0942226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt037600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027369
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0925856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0952457
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041600
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0448417
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0132388
IRS990ScheduleD/DonorAdvisedFundsHeldCnt044
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01112375
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt034184
IRS990ScheduleD/ExpensesSubtotalAmt01141453
IRS990ScheduleD/FundsAndOtherAccountsContriAmt03828845
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0545299
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0152
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08198719
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt034184
IRS990ScheduleD/InvestmentExpensesNotIncldAmt034184
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0637206
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03114176
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt123757
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PLANNED GIFT RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM RELATED ORGANIZATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0406861
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0144813
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0551674
IRS990ScheduleD/RevenueNotReportedAmt0637206
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034184
IRS990ScheduleD/RevenueSubtotalAmt07298463
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERATIONS FUNDING FOR COMMUNITY PROGRAMS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0406861
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03137933
IRS990ScheduleD/TotalExpensesPerForm990Amt01175637
IRS990ScheduleD/TotalRevenuePerForm990Amt07332647
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07935669
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01141453
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0282963
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & MED ASSIST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0167
IRS990ScheduleI/RecipientTable/CashGrantAmt053000
IRS990ScheduleI/RecipientTable/CashGrantAmt160500
IRS990ScheduleI/RecipientTable/CashGrantAmt28075
IRS990ScheduleI/RecipientTable/CashGrantAmt35500
IRS990ScheduleI/RecipientTable/CashGrantAmt410125
IRS990ScheduleI/RecipientTable/CashGrantAmt530500
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt75943
IRS990ScheduleI/RecipientTable/CashGrantAmt86500
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010017
IRS990ScheduleI/RecipientTable/CashGrantAmt1110600
IRS990ScheduleI/RecipientTable/CashGrantAmt125500
IRS990ScheduleI/RecipientTable/CashGrantAmt1330900
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/IRCSectionDesc43

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,203,544
Liabilities
$317,369
Net assets
$13,886,175
Revenue
$7,332,647
Expenses
$1,175,637
Net income
$6,157,010
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
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.32$13.9$7.33$1.18$6.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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