Civic Intelligence

Self Enhancement Foundation

990 • Fiscal year 2016 • EIN 93-1312090

Jul 01, 2015 to Jun 30, 2016 • Filed on May 04, 2017

Organization ProfileWWW.SELFENHANCEMENT.ORG
3920 N Kerby AvePortland, OR 97227

(503) 249-1721

Siviq Scores

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

Liabilities / Assets

41st percentile

0.15x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

23348%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$266,102

Higher top officer pay than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

10th percentile

-8.8%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$23,176,351

Down $2,244,145 (-8.8%) from 2015

Net Assets

Down

$19,640,182

Down $2,738,835 (-12%) from 2015

Liabilities

Up

$3,536,169

Up $494,690 (+16%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,141

Down $999,481 (-101%) from 2015

Expenses

Down

$1,195,156

Down $86,664 (-6.8%) from 2015

Net Income

Down

-$1,200,297

Down $912,817 (-318%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30M$20M$10M$0Assets 2010: $16,857,931Liabilities 2010: $885Net Assets 2010: $16,857,0462010Assets 2011: $17,780,271Liabilities 2011: $890Net Assets 2011: $17,779,3812011Assets 2012: $20,421,452Liabilities 2012: $0Net Assets 2012: $20,421,4522012Assets 2013: $22,717,081Liabilities 2013: $1,926,333Net Assets 2013: $20,790,7482013Assets 2014: $25,247,630Liabilities 2014: $3,011,052Net Assets 2014: $22,236,5782014Assets 2015: $25,420,496Liabilities 2015: $3,041,479Net Assets 2015: $22,379,0172015Assets 2016: $23,176,351Liabilities 2016: $3,536,169Net Assets 2016: $19,640,1822016Assets 2017: $24,904,000Liabilities 2017: $3,525,366Net Assets 2017: $21,378,6342017Assets 2018: $26,204,199Liabilities 2018: $3,832,729Net Assets 2018: $22,371,4702018Assets 2019: $19,222,931Liabilities 2019: $1,000,000Net Assets 2019: $18,222,9312019Assets 2020: $18,829,445Liabilities 2020: $1,028,030Net Assets 2020: $17,801,4152020Assets 2021: $22,679,810Liabilities 2021: $91,903Net Assets 2021: $22,587,9072021Assets 2022: $18,067,052Liabilities 2022: $11,020Net Assets 2022: $18,056,0322022Assets 2023: $18,852,408Liabilities 2023: $7,653Net Assets 2023: $18,844,7552023Assets 2024: $19,801,581Liabilities 2024: $4,000Net Assets 2024: $19,797,5812024

Highlighted filing

2016

Assets$23,176,351
Liabilities$3,536,169
Net Assets$19,640,182
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,084,6322010Revenue 2011: $409,724Expenses 2011: $1,316,452Net Income 2011: -$906,7282011Expenses 2012: $1,088,0432012Expenses 2013: $1,177,0152013Revenue 2014: $1,495,937Expenses 2014: $1,244,596Net Income 2014: $251,3412014Revenue 2015: $994,340Expenses 2015: $1,281,820Net Income 2015: -$287,4802015Revenue 2016: -$5,141Expenses 2016: $1,195,156Net Income 2016: -$1,200,2972016Revenue 2017: $351,460Expenses 2017: $1,205,182Net Income 2017: -$853,7222017Revenue 2018: $1,504,423Expenses 2018: $1,672,816Net Income 2018: -$168,3932018Revenue 2019: $868,385Expenses 2019: $5,307,465Net Income 2019: -$4,439,0802019Revenue 2020: $293,811Expenses 2020: $1,204,232Net Income 2020: -$910,4212020Revenue 2021: $2,747,508Expenses 2021: $1,145,273Net Income 2021: $1,602,2352021Revenue 2022: $996,262Expenses 2022: $1,047,880Net Income 2022: -$51,6182022Revenue 2023: $151,625Expenses 2023: $1,119,803Net Income 2023: -$968,1782023Revenue 2024: $1,104,551Expenses 2024: $1,016,242Net Income 2024: $88,3092024

Highlighted filing

2016

Revenue-$5,141
Expenses$1,195,156
Net Income-$1,200,297
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 4, 2017
Return Version
2015v3.0
Gross Receipts
$9,398,186
Mission and Program Overview

Mission

Support self enhancement, inc. Through management of endowment funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,787,031$14,335,429▼ $1,451,602
Investments Other Securities$6,315,190$4,694,228▼ $1,620,962
Other Notes and Loans Receivable, Net$3,008,589$3,482,237▲ $473,648
Savings and Temporary Cash Investments$149,147$467,377▲ $318,230
Cash and Non-Interest-Bearing Accounts$154,595$179,495▲ $24,900
Prepaid Expenses and Deferred Charges$4,594$17,585▲ $12,991
Total Assets$25,420,496$23,176,351▼ $2,244,145
Other Assets Total$1,350$0▼ $1,350
Liabilities
Unsecured Notes Loans Payable$3,011,316$3,510,000▲ $498,684
Other Liabilities$31,038$26,169▼ $4,869
Accounts Payable and Accrued Expenses$-875$0▲ $875
Total Liabilities$3,041,479$3,536,169▲ $494,690
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,083,870$20,083,870→ $0
Unrestricted Net Assets$2,295,147$-443,688▼ $2,738,835
Total Net Assets Fund Balance$22,379,017$19,640,182▼ $2,738,835
Total Liabilities and Net Assets / Fund Balance$25,420,496$23,176,351▼ $2,244,145

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$147,889--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$19,169,403-▼ $1,207,888-$16,835,345
2014$18,989,881-▲ $1,077,901-$19,169,403
2013$17,614,613-▲ $2,248,489-$18,989,881
2012$16,978,625-▲ $1,464,311-$17,614,613
2011$17,779,381-▼ $47,270-$16,978,625
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Steve ShepardBoard Chair
Tony L Hopson SrPresident & CEO
Chris DudleyTrustee
Ellison MorganTrustee
George ScherzerTrustee
Hon Adrienne NelsonTrustee
Rupa JackTrustee
Susan PaulsellTrustee
Wayne MonfriesTrustee
David LoktingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-5,141
Other Revenue
$0
Change in Net Assets
$-1,200,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,126,170
Other Expenses$68,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$916,004--$916,004
Grants to Domestic Individuals$210,166--$210,166
Interest-$59,428-$59,428
Office Expenses-$6,318-$6,318
Fees for Service Investment Mgmnt Fees-$3,240-$3,240
Total Functional Expenses$1,126,170$68,986$0$1,195,156
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Self Enhancement IncPortland, OR501(c)(3)General Operating Support$874,419
University of Oregon FoundationEugene, OR501(c)(3)Scholarship Fund$41,585
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$26,169
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
No
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, Part VI, Section A, Line 2

“David lokting (secretary) and ellison morgan (trustee) have a business relationship of attorney and client.”

Form 990, Part VI, Section B, Line 11

“Copies of return will be distributed via e-mail to all officers and directors for review prior to filing with the irs.”

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

“Review of potential conflicts for board of directors is done by officers.”

Form 990, Part VI, Section B, Line 15

“The organization has no compensated employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Self Enhancement Foundation
EIN
93-1312090
Phone
5032491721
Address
3920 N KERBY AVE, PORTLAND, OR 97227

Signing Officer

Name
Tony L Hopson Sr
Title
President & CEO
Phone
5032491721
Signed
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony L Hopson Sr
Formed
2000
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART V, LINE 4:

“Earnings are to support the operations of self enhancement, inc.”

PART X, LINE 2:

“The organization follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

Raw XML AppendixShowing 400 of 532 raw XML fields

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/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0149147
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467377
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/EIN0931086629
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0874419
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SELF ENHANCEMENT INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0874419
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt019169403
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt016835345
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01126170
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1207888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt018989881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt019169403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0898379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01077901
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017614613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt018989881
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0873221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02248489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt016978625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017614613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0828323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01464311
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-141140
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017779381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt016978625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0894626
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-47270
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026169
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04546339
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1147889
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OTHER STOCK INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS ARE TO SUPPORT THE OPERATIONS OF SELF ENHANCEMENT, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04694228
IRS990ScheduleD/TotalLiabilityAmt026169
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0210166
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990ScheduleI/RecipientTable/CashGrantAmt0874419
IRS990ScheduleI/RecipientTable/CashGrantAmt141585
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SELF ENHANCEMENT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0931086629
IRS990ScheduleI/RecipientTable/RecipientEIN1936015767
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03920 NORTH KERBY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1360 EAST 10TH AVENUE STE 202
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097227
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO REPORTING REQUIREMENTS WITH SELF ENHANCEMENT, INC. THE FOUNDATION BOARD DOES RECEIVE THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH SHOW SEI'S FINANCIAL PERFORMANCE. AGREEMENT WITH UNIVERSITY OF OREGON IS UNDER A LETTER OF AGREEMENT. INTERNAL TRACKING IS DONE FOR INDIVIDUAL STUDENTS PARTICIPATING IN THE UO SCHOLARSHIP PROGRAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0245245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TONY L HOPSON SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0266102
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ATHLETIC CLUB MEMBERSHIP FOR PRESIDENT, NOT TREATED AS TAXABLE INCOME.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID LOKTING (SECRETARY) AND ELLISON MORGAN (TRUSTEE) HAVE A BUSINESS RELATIONSHIP OF ATTORNEY AND CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS AND DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW OF POTENTIAL CONFLICTS FOR BOARD OF DIRECTORS IS DONE BY OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd21

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,176,351
Liabilities
$3,536,169
Net assets
$19,640,182
Revenue
-$5,141
Expenses
$1,195,156
Net income
-$1,200,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.00$19.8$1.10$1.02$0.09
2023Summary only. Only limited summary data is available for this year.$18.9$0.01$18.8$0.15$1.12$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.01$18.1$1.00$1.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.09$22.6$2.75$1.15$1.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$1.03$17.8$0.29$1.20$0.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$1.00$18.2$0.87$5.31$4.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$3.83$22.4$1.50$1.67$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$3.53$21.4$0.35$1.21$0.85
2016Detailed filing. Detailed filing data is available for this year.$23.2$3.54$19.6$0.01$1.20$1.20
2015Summary only. Only limited summary data is available for this year.$25.4$3.04$22.4$0.99$1.28$0.29
2014Detailed filing. Detailed filing data is available for this year.$25.2$3.01$22.2$1.50$1.24$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$1.93$20.8$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$1.09
2011Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$0.41$1.32$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.00$16.9$2.08
Peer Organizations

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