Civic Intelligence

Rose Villa Foundation Inc.

990 • Fiscal year 2017 • EIN 93-6023450

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profilewww.rosevilla.org
13505 SE River RoadPortland, OR 97222

(503) 652-3280

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$233,912

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

143%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,456,840

Up $827,460 (+18%) from 2016

Net Assets

Up

$5,398,700

Up $807,489 (+18%) from 2016

Liabilities

Up

$58,140

Up $19,971 (+52%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin96th percentile

Revenue

Up

$679,787

Up $400,440 (+143%) from 2016

Expenses

Up

$177,758

Up $21,781 (+14%) from 2016

Net Income

Up

$502,029

Up $378,659 (+307%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$10M$5.0M$0Assets 2010: $3,279,158Liabilities 2010: $28,776Net Assets 2010: $3,250,3822010Assets 2011: $3,380,777Liabilities 2011: $47,965Net Assets 2011: $3,332,8122011Assets 2012: $3,600,060Liabilities 2012: $19,175Net Assets 2012: $3,580,8852012Assets 2013: $4,157,520Liabilities 2013: $31,572Net Assets 2013: $4,125,9482013Assets 2014: $4,380,957Liabilities 2014: $11,694Net Assets 2014: $4,369,2632014Assets 2015: $4,279,062Liabilities 2015: $33,114Net Assets 2015: $4,245,9482015Assets 2016: $4,629,380Liabilities 2016: $38,169Net Assets 2016: $4,591,2112016Assets 2017: $5,456,840Liabilities 2017: $58,140Net Assets 2017: $5,398,7002017Assets 2018: $5,162,294Liabilities 2018: $92,583Net Assets 2018: $5,069,7112018Assets 2019: $6,161,790Liabilities 2019: $103,270Net Assets 2019: $6,058,5202019Assets 2020: $6,613,459Liabilities 2020: $84,708Net Assets 2020: $6,528,7512020Assets 2021: $7,627,213Liabilities 2021: $76,163Net Assets 2021: $7,551,0502021Assets 2022: $6,671,494Liabilities 2022: $94,057Net Assets 2022: $6,577,4372022Assets 2023: $7,509,140Liabilities 2023: $120,959Net Assets 2023: $7,388,1812023Assets 2024: $8,222,009Liabilities 2024: $475,184Net Assets 2024: $7,746,8252024

Highlighted filing

2017

Assets$5,456,840
Liabilities$58,140
Net Assets$5,398,700
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $343,075Expenses 2010: $388,528Net Income 2010: -$45,4532010Revenue 2011: $667,452Expenses 2011: $270,048Net Income 2011: $397,4042011Expenses 2012: $283,7332012Revenue 2013: $637,131Expenses 2013: $194,566Net Income 2013: $442,5652013Revenue 2014: $551,137Expenses 2014: $119,827Net Income 2014: $431,3102014Revenue 2015: $177,714Expenses 2015: $122,004Net Income 2015: $55,7102015Revenue 2016: $279,347Expenses 2016: $155,977Net Income 2016: $123,3702016Revenue 2017: $679,787Expenses 2017: $177,758Net Income 2017: $502,0292017Revenue 2018: $430,319Expenses 2018: $167,289Net Income 2018: $263,0302018Revenue 2019: $382,485Expenses 2019: $162,922Net Income 2019: $219,5632019Revenue 2020: $559,694Expenses 2020: $163,695Net Income 2020: $395,9992020Revenue 2021: $673,410Expenses 2021: $132,874Net Income 2021: $540,5362021Revenue 2022: $767,486Expenses 2022: $230,625Net Income 2022: $536,8612022Revenue 2023: $441,588Expenses 2023: $360,148Net Income 2023: $81,4402023Revenue 2024: $745,459Expenses 2024: $701,215Net Income 2024: $44,2442024

Highlighted filing

2017

Revenue$679,787
Expenses$177,758
Net Income$502,029
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$2,938,111
Mission and Program Overview

Mission

The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,523,495$5,195,571▲ $672,076
Cash and Non-Interest-Bearing Accounts$93,969$188,323▲ $94,354
Prepaid Expenses and Deferred Charges$6,002$5,682▼ $320
Savings and Temporary Cash Investments$4,626$0▼ $4,626
Accounts Receivable$1,288$3,391▲ $2,103
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,629,380$5,456,840▲ $827,460
Other Assets Total-$63,873-
Liabilities
Other Liabilities-$56,190-
Deferred Revenue$11,550--
Accounts Payable and Accrued Expenses$26,619$1,950▼ $24,669
Total Liabilities$38,169$58,140▲ $19,971
Net Assets / Fund Balance
Unrestricted Net Assets$4,586,585$5,398,700▲ $812,115
Temporarily Rstr Net Assets$4,626--
Total Net Assets Fund Balance$4,591,211$5,398,700▲ $807,489
Total Liabilities and Net Assets / Fund Balance$4,629,380$5,456,840▲ $827,460

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,523,495$334,252▲ $699,444-$5,195,571
2016$4,248,202$220,390▲ $312,979-$4,523,495
2015$4,351,715$154,440▼ $111,095-$4,248,002
2014$4,106,750$179,245▲ $214,660-$4,351,715
2013$3,562,517$165,854▲ $584,709-$4,106,750
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Judie HansenPresident
Stan JacksonVice President
Bill CunitzDirector
Elliot McIntireDirector
Kay SchmerberDirector
Kayla CarruthDirector
Margaret HamiltonDirector
Mo WeathersDirector
Nancy StreningDirector
Nicolle DeeringDirector
Stephen WeislogelSecretary
Vassar ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$317,982
Program Service Revenue
$0
Investment Income
$393,984
Other Revenue
$-32,179
All Other Contributions
$163,554
Change in Net Assets
$502,029

Audited Revenue Reconciliation

Revenue per Audited Statements
$638,935
Revenue Not Reported on Financial Statements
$40,852
Revenue Not Reported on Form 990
$334,859
Total Revenue per Audited Statements
$973,794
Total Revenue per Form 990
$679,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,515
Total Fundraising Expense$56,547
Grants and Similar Amounts Paid$19,243
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$40,852-$40,852
Grants to Domestic Orgs$19,243--$19,243
Fees for Services Accounting-$16,700-$16,700
Fees for Services Other$8,775--$8,775
All Other Expenses-$1,984-$1,984
Insurance-$1,200-$1,200
Other Expenses$5,773$1,039$56,547$1,039
Office Expenses-$106-$106
Total Functional Expenses$33,791$87,420$56,547$177,758

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$177,758
Total Expenses per Audited Statements$166,305
Expenses per Audited Statements$136,906
Expenses Not Reported on Financial Statements$40,852
Expenses Not Reported on Form 990$29,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa IncPortland, OR501(c)(3)Financial assistance for residents$19,243
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$48,449
Fundraising Gross Income$15,145
Gaming Gross Income$600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$117,398$15,145$17,369$-2,224
Fall Appeal$9,016-$253-
Total Events$137,302$15,145$45,777$-30,632
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to gift annuity donor$31,511
RElated Party Payable$24,679
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 draft is sent to the board for their review and comments, with 3-5 business days allowed for questions/comments/etc. The CFO is available for discussion and questions that board members may raise.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers, board, and all employees are asked to complete an annual conflict of interest disclosure. This is reviewed by the compliance officer.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is through a related organization whose policy states: When hiring, compensation ranges are compared to industry benchmarks for reasonableness. The compensation committee reviews and approves CEO pay based on performance. Annually goals and achievements are reviewed and used to determine compensation. The CEO determines other key salaries with the use of an outside compensation consultant and review with the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Rose Villa Foundation Inc
EIN
93-6023450
Phone
5036523280
Address
13505 SE River Road, Portland, OR 97222

Signing Officer

Name
Vassar Byrd
Title
Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1964
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
52

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The auditors were selected by the full board of directors. The audit report is presented to and approved and accepted by the full board of directors.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The earnings and growth from the quasi-endowment fund is used for charitable purposes to benefit residents of Rose Villa Inc.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Contribution of services $29399”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Contribution of services $29399”

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IRS990/Desc0Provides financial assistance to qualifying residents of Rose Villa, Inc., a continuing care retirement community. Supports innovative and relevant workshops and speaker series that encourage the financial, physical, mental and social well-being of residents.Supports in the form of professional guidance including financial planning, legal counsel or respite care options.Supports improvements or programs that enhance the well-being of residents at Rose Villa.
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IRS990/FundraisingGrossIncomeAmt015145
IRS990/GainOrLossGrp/SecuritiesAmt0293206
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt0600
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt019243
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019243
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019243
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02503081
IRS990/GrossReceiptsAmt02938111
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01200
IRS990/InsuranceGrp/TotalAmt01200
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0100778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100778
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04523495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05195571
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02209875
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04591211
IRS990/NetAssetsOrFundBalancesEOYAmt05398700
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0293206
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0293206
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-33304
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-33304
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0600
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0600
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0305460
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0106
IRS990/OfficeExpensesGrp/TotalAmt0106
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt063873
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Development services
IRS990/OtherExpensesGrp/Desc1EDUCATION/TRAINING
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt056547
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023113
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21039
IRS990/OtherExpensesGrp/ProgramServicesAmt05773
IRS990/OtherExpensesGrp/TotalAmt079660
IRS990/OtherExpensesGrp/TotalAmt15773
IRS990/OtherExpensesGrp/TotalAmt22426
IRS990/OtherExpensesGrp/TotalAmt31039
IRS990/OtherLiabilitiesGrp/EOYAmt056190
IRS990/OtherRevenueMiscGrp/BusinessCd0212000
IRS990/OtherRevenueMiscGrp/Desc0Mineral Rights Lease
IRS990/OtherRevenueMiscGrp/ExclusionAmt0525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0525
IRS990/OtherRevenueTotalAmt0525
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06002
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05682
IRS990/PrincipalOfficerNm0Vassar Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0202824
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031119
IRS990/PYInvestmentIncomeAmt091086
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0124858
IRS990/PYOtherRevenueAmt0-14563
IRS990/PYRevenuesLessExpensesAmt0123370
IRS990/PYTotalExpensesAmt0155977
IRS990/PYTotalRevenueAmt0279347
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0502029
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt030491
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0317982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0202824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0175155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0157068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0994412
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt081167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0108596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt093420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0102397
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0486358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016270
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017566
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013057
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt091927
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt077268
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0216088
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58600
IRS990ScheduleA/PublicSupportPY170Pct00.52160
IRS990ScheduleA/PublicSupportTotal170Amt0994412
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0317982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0202824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0175155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0157068
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0994412
IRS990ScheduleA/TotalSupportAmt01696858
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0342377
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04523495
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0334252
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05195571
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt019243
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0699444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0226757
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04248202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0220390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04523495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0312979
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0125367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04351715
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0154440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04248002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt021691
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0130602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04106750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0179245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04351715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt018338

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,456,840
Liabilities
$58,140
Net assets
$5,398,700
Revenue
$679,787
Expenses
$177,758
Net income
$502,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.48$7.75$0.75$0.70$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.12$7.39$0.44$0.36$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.09$6.58$0.77$0.23$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.08$7.55$0.67$0.13$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.08$6.53$0.56$0.16$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.10$6.06$0.38$0.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.09$5.07$0.43$0.17$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.06$5.40$0.68$0.18$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.04$4.59$0.28$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.25$0.18$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.12$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.03$4.13$0.64$0.19$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.02$3.58$0.28
2011Summary only. Only limited summary data is available for this year.$3.38$0.05$3.33$0.67$0.27$0.40
2010Summary only. Only limited summary data is available for this year.$3.28$0.03$3.25$0.34$0.39$0.05