Civic Intelligence

Josephine County Educational Fund Inc.

990 • Fiscal year 2015 • EIN 93-6041252

Mar 01, 2014 to Feb 28, 2015 • Filed on Aug 14, 2015

Organization Profilejocoeducationalfund.com

View Organization Page

PO Box 908Grants Pass, OR 97528-0076

(541) 476-2196

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$37,482

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

204%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,616,088

Up $505,163 (+12%) from 2014

Net Assets

Up

$4,614,779

Up $629,883 (+16%) from 2014

Liabilities

Down

$1,309

Down $124,720 (-99%) from 2014

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin88th percentile

Revenue

Up

$1,347,923

Up $904,102 (+204%) from 2014

Expenses

Up

$832,937

Up $579,928 (+229%) from 2014

Net Income

Up

$514,986

Up $324,174 (+170%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,695,638Liabilities 2011: $260,000Net Assets 2011: $1,435,6382011Assets 2012: $3,017,090Liabilities 2012: $205,968Net Assets 2012: $2,811,1222012Assets 2013: $3,591,512Liabilities 2013: $165,471Net Assets 2013: $3,426,0412013Assets 2014: $4,110,925Liabilities 2014: $126,029Net Assets 2014: $3,984,8962014Assets 2015: $4,616,088Liabilities 2015: $1,309Net Assets 2015: $4,614,7792015Assets 2016: $4,191,451Liabilities 2016: $18,237Net Assets 2016: $4,173,2142016Assets 2017: $4,902,839Liabilities 2017: $789Net Assets 2017: $4,902,0502017Assets 2018: $5,335,879Liabilities 2018: $268Net Assets 2018: $5,335,6112018Assets 2019: $6,460,894Liabilities 2019: $3,254Net Assets 2019: $6,457,6402019Assets 2020: $8,517,413Liabilities 2020: $3,297Net Assets 2020: $8,514,1162020Assets 2021: $9,452,505Liabilities 2021: $6,474Net Assets 2021: $9,446,0312021Assets 2022: $8,078,088Liabilities 2022: $5,125Net Assets 2022: $8,072,9632022Assets 2023: $9,996,501Liabilities 2023: $252,771Net Assets 2023: $9,743,7302023Assets 2024: $12,300,698Liabilities 2024: $1,530,685Net Assets 2024: $10,770,0132024

Highlighted filing

2015

Assets$4,616,088
Liabilities$1,309
Net Assets$4,614,779
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $139,0852011Revenue 2012: $1,455,632Expenses 2012: $171,609Net Income 2012: $1,284,0232012Revenue 2013: $648,515Expenses 2013: $246,954Net Income 2013: $401,5612013Revenue 2014: $443,821Expenses 2014: $253,009Net Income 2014: $190,8122014Revenue 2015: $1,347,923Expenses 2015: $832,937Net Income 2015: $514,9862015Revenue 2016: $666,729Expenses 2016: $543,073Net Income 2016: $123,6562016Revenue 2017: $650,790Expenses 2017: $383,735Net Income 2017: $267,0552017Revenue 2018: $811,994Expenses 2018: $383,004Net Income 2018: $428,9902018Revenue 2019: $1,007,770Expenses 2019: $482,331Net Income 2019: $525,4392019Revenue 2020: $1,812,074Expenses 2020: $644,565Net Income 2020: $1,167,5092020Revenue 2021: $1,426,497Expenses 2021: $974,615Net Income 2021: $451,8822021Revenue 2022: $1,664,146Expenses 2022: $1,306,168Net Income 2022: $357,9782022Revenue 2023: $2,545,780Expenses 2023: $1,280,471Net Income 2023: $1,265,3092023Revenue 2024: $2,399,623Expenses 2024: $1,648,327Net Income 2024: $751,2962024

Highlighted filing

2015

Revenue$1,347,923
Expenses$832,937
Net Income$514,986
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$1,347,923
Mission and Program Overview

Mission

Josephine County Educational Fund provides scholarships and grants to students in schools throughout Southern Oregon with a focus on Josephine County. Awards are based on demonstrated leadership and co-curricular activities, academics and need, and are funded by donations for individuals, businesses, service clubs and class alumni.

The organization provides scholarships and grants to students in schools in Southern Oregon with a focus on Josephine County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,995,036$4,396,585▲ $401,549
Other Notes and Loans Receivable, Net$3,000$161,900▲ $158,900
Savings and Temporary Cash Investments$101,359$38,860▼ $62,499
Cash and Non-Interest-Bearing Accounts$11,530$18,743▲ $7,213
Total Assets$4,110,925$4,616,088▲ $505,163
Liabilities
Mortgage Notes Payable Secured by Investment Property$125,000--
Accounts Payable and Accrued Expenses$1,029$1,309▲ $280
Total Liabilities$126,029$1,309▼ $124,720
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,348,457$3,025,878▼ $322,579
Permanently Rstr Net Assets$479,166$1,431,631▲ $952,465
Unrestricted Net Assets$157,273$157,270▼ $3
Total Net Assets Fund Balance$3,984,896$4,614,779▲ $629,883
Total Liabilities and Net Assets / Fund Balance$4,110,925$4,616,088▲ $505,163

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,396,585--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$479,166$948,456--$1,431,630
2013$475,166$4,000--$479,166
2012$462,949$12,217--$475,166
2011$462,399$1,450--$462,949
2010$452,899$8,600--$462,399
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rochelle GauthierExecutive CoordinatorFT$37,482$37,482

Board Members and Trustees

NameTitle
Jack DavisPresident
Van GrangerVice-President
Aaron AuslandDirector
Chris CaubleDirector
Coleen MooreDirector
Constance Palaia-MarrDirector
Donna TellyerDirector
Jim SavardDirector
Judith DrummondDirector
Kara OlmoDirector
Sean WardDirector
Thomas DrummondDirector
William FlamingDirector
RP BuschSec-Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Baez Sports Group LLCProject expenditures-HVHS track upgrade4920 Southampton Dr, Salem, OR 97302$514,675
Revenue and Support

Revenue Composition

Contributions and Grants
$1,137,211
Program Service Revenue
$0
Investment Income
$210,712
Other Revenue
$0
All Other Contributions
$1,137,211
Change in Net Assets
$514,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$762,478
Salaries, Compensation, and Employee Benefits$42,661
Other Expenses$27,798
Total Fundraising Expense$5,329
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$585,596--$585,596
Grants to Domestic Individuals$176,882--$176,882
Current Officers, Directors, Trustees, and Key Employees$28,116$4,685$4,681$37,482
Fees for Services Accounting-$4,688-$4,688
Advertising$4,498--$4,498
Payroll Taxes$3,120$520$521$4,161
Office Expenses$2,625--$2,625
Insurance$2,139--$2,139
Comp Disqual Persons$763$128$127$1,018
Travel$652--$652
Other Expenses$526--$526
Conferences and Meetings$342--$342
All Other Expenses$259--$259
Total Functional Expenses$817,587$10,021$5,329$832,937
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hidden Valley High School Three Rivers School DistrictMurphy, OR-Capital improvements$471,528
College Dreams IncGrants Pass, OR501(c)(3)Program Expenditures$92,017
St Anne Catholic SchoolGrants Pass, OR501(c)(3)Program expenditures$8,500
Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program expenditures$7,726
Hidden Valley High School Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program Expenditures$1,800
North Valley High School Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program Expenditures$1,800
Grants Pass High School School District No 7Grants Pass, OR170(b)(1)(A)(ii)Program expenditures$1,225
Illinois Valley High School Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program Expenditures$1,000
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
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
No
Other officer compensation reviewed
No
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, Section A, line 2

“Thomas Drummond and Judith Drummond, both are directors and are married to each other.”

Form 990, Part VI, Section A, line 8B

“Scholarship committee presents its results to the board of directors, but the decisions of the committee are not acted upon by the full board. Notes of the meetings of the scholarship committee are not regularly recorded.”

Form 990, Part VI, Section B, line 11

“Form 990 reviewed in complete detail by sec-treasurer and executive director prior to filing. Public inspection document reviewed by full board at next regular meeting.”

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

“Organization requires board members to review and sign conflict of interest policy statement annually. Board members facing a conflict of interest position on a particular issue before the board are required to recuse themselves from voting from that issue.”

Form 990, Part VI, Section B, line 15

“The organization currently has one paid position. No board members or officers are paid compensation.”

Form 990, Part VI, Section C, line 19

“Financial statements are made available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Josephine County Educational Fund Inc
EIN
93-6041252
Phone
5414762196
Address
PO Box 908, Grants Pass, OR 97528-0076

Signing Officer

Name
RP Busch
Title
Sec-Treasurer
Phone
5414767312
Signed
2015-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
RP Busch
Formed
1984
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
Cynthia Harelson CPA Pc
Address
BOX 1537, GRANTS PASS, OR 97528
Preparer
Cynthia Harelson
Phone
5414799775
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations.”

Raw XML AppendixShowing 400 of 571 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/InsuranceGrp/TotalAmt02139
IRS990/InvestmentIncomeGrp/ExclusionAmt0210712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210712
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03995036
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04396585
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Josephine County Educational Fund provides scholarships and grants to students in schools throughout Southern Oregon with a focus on Josephine County. Awards are based on demonstrated leadership and co-curricular activities, academics and need, and are funded by donations for individuals, businesses, service clubs and class alumni.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0125000
IRS990/NetAssetsOrFundBalancesBOYAmt03984896
IRS990/NetAssetsOrFundBalancesEOYAmt04614779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0114897
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02625
IRS990/OfficeExpensesGrp/TotalAmt02625
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Project expenditures
IRS990/OtherExpensesGrp/Desc1Web page
IRS990/OtherExpensesGrp/Desc2State fees
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ProgramServicesAmt07169
IRS990/OtherExpensesGrp/ProgramServicesAmt14332
IRS990/OtherExpensesGrp/ProgramServicesAmt2568
IRS990/OtherExpensesGrp/ProgramServicesAmt3526
IRS990/OtherExpensesGrp/TotalAmt07169
IRS990/OtherExpensesGrp/TotalAmt14332
IRS990/OtherExpensesGrp/TotalAmt2568
IRS990/OtherExpensesGrp/TotalAmt3526
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0161900
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0521
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0520
IRS990/PayrollTaxesGrp/ProgramServicesAmt03120
IRS990/PayrollTaxesGrp/TotalAmt04161
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0479166
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01431631
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RP Busch
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational grants for the College Dreams program. The program offers counseling and mentoring for at-risk students to provide the incentive to stay in high school and make college a realistic possiblity.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt092017
IRS990/ProgSrvcAccomActy2Grp/GrantAmt092017
IRS990/ProgSrvcAccomActy3Grp/Desc0Support for current and former students of Grants Pass High School through a drug-free and alcohol-free graduation celebration, and class reunions. Support for the community at large and grants supporting local organizations and schools
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0577151
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0522041
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0318556
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0192769
IRS990/PYInvestmentIncomeAmt0123825
IRS990/PYOtherExpensesAmt028335
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01440
IRS990/PYRevenuesLessExpensesAmt0190812
IRS990/PYSalariesCompEmpBnftPaidAmt031905
IRS990/PYTotalExpensesAmt0253009
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0443821
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0514986
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038860
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt054126
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt062147
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0117373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01137211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0318556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0531201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01371382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03452431
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0210652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0123825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0117314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt082370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057229
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0591390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0210652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0123825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0117314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt082370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057229
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0591390
IRS990ScheduleA/InvestmentIncomeCYPct00.14610
IRS990ScheduleA/InvestmentIncomePYPct00.13870
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82490
IRS990ScheduleA/PublicSupportPY509Pct00.82410
IRS990ScheduleA/PublicSupportTotal509Amt03338298
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt054126
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt062147
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0117373
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01137211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0319996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0531201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01373182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094081
IRS990ScheduleA/Total509Grp/TotalAmt03455671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01347863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0443821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0648515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01455552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0151310
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04047061
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0479166
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0948456
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01431630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0475166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0479166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0462949
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0475166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0462399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0462949
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0452899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0462399
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01127408
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0858201
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0105
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02020462
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04396585
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Publicly traded mutual funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04396585
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0176882
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,616,088
Liabilities
$1,309
Net assets
$4,614,779
Revenue
$1,347,923
Expenses
$832,937
Net income
$514,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$1.53$10.8$2.40$1.65$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.00$0.25$9.74$2.55$1.28$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.01$8.07$1.66$1.31$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.45$0.01$9.45$1.43$0.97$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.52$0.00$8.51$1.81$0.64$1.17
2019Summary only. Only limited summary data is available for this year.$6.46$0.00$6.46$1.01$0.48$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.81$0.38$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.65$0.38$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.02$4.17$0.67$0.54$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.61$1.35$0.83$0.51
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.13$3.98$0.44$0.25$0.19
2013Summary only. Only limited summary data is available for this year.$3.59$0.17$3.43$0.65$0.25$0.40
2012Summary only. Only limited summary data is available for this year.$3.02$0.21$2.81$1.46$0.17$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.26$1.44$0.14
Peer Organizations

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