Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2015 • EIN 94-2434641

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

Organization ProfileWWW.OAKLAND-ROTARY.ORG
1736 Franklin StreetOakland, CA 94612

(510) 451-2120

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.23x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

55th percentile

2.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

97th percentile

189%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,435,392

Up $65,920 (+2.0%) from 2014

Net Assets

Up

$3,237,638

Up $21,286 (+0.7%) from 2014

Liabilities

Up

$197,754

Up $44,634 (+29%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin95th percentile

Revenue

Up

$848,121

Up $554,297 (+189%) from 2014

Expenses

Up

$293,685

Up $50,311 (+21%) from 2014

Net Income

Up

$554,436

Up $503,986 (+999%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,790,611Liabilities 2010: $158,098Net Assets 2010: $2,632,5132010Assets 2011: $3,084,593Liabilities 2011: $114,374Net Assets 2011: $2,970,2192011Assets 2012: $2,958,813Liabilities 2012: $136,877Net Assets 2012: $2,821,9362012Assets 2013: $3,074,830Liabilities 2013: $150,329Net Assets 2013: $2,924,5012013Assets 2014: $3,369,472Liabilities 2014: $153,120Net Assets 2014: $3,216,3522014Assets 2015: $3,435,392Liabilities 2015: $197,754Net Assets 2015: $3,237,6382015Assets 2016: $3,296,002Liabilities 2016: $205,321Net Assets 2016: $3,090,6812016Assets 2017: $3,517,711Liabilities 2017: $188,149Net Assets 2017: $3,329,5622017Assets 2018: $3,741,443Liabilities 2018: $218,063Net Assets 2018: $3,523,3802018Assets 2019: $3,943,418Liabilities 2019: $465,967Net Assets 2019: $3,477,4512019Assets 2020: $3,922,998Liabilities 2020: $346,091Net Assets 2020: $3,576,9072020Assets 2021: $5,001,224Liabilities 2021: $337,533Net Assets 2021: $4,663,6912021Assets 2022: $4,290,793Liabilities 2022: $361,676Net Assets 2022: $3,929,1172022Assets 2023: $4,589,526Liabilities 2023: $318,121Net Assets 2023: $4,271,4052023Assets 2024: $5,156,145Liabilities 2024: $515,274Net Assets 2024: $4,640,8712024

Highlighted filing

2015

Assets$3,435,392
Liabilities$197,754
Net Assets$3,237,638
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $292,5512010Revenue 2011: $427,187Expenses 2011: $358,265Net Income 2011: $68,9222011Revenue 2012: $204,168Expenses 2012: $329,119Net Income 2012: -$124,9512012Expenses 2013: $231,3662013Revenue 2014: $293,824Expenses 2014: $243,374Net Income 2014: $50,4502014Revenue 2015: $848,121Expenses 2015: $293,685Net Income 2015: $554,4362015Revenue 2016: $252,735Expenses 2016: $304,281Net Income 2016: -$51,5462016Revenue 2017: $294,822Expenses 2017: $286,841Net Income 2017: $7,9812017Revenue 2018: $391,699Expenses 2018: $293,316Net Income 2018: $98,3832018Revenue 2019: $402,391Expenses 2019: $305,888Net Income 2019: $96,5032019Revenue 2020: $377,670Expenses 2020: $337,282Net Income 2020: $40,3882020Revenue 2021: $706,970Expenses 2021: $353,773Net Income 2021: $353,1972021Revenue 2022: $728,215Expenses 2022: $293,340Net Income 2022: $434,8752022Revenue 2023: $409,384Expenses 2023: $422,143Net Income 2023: -$12,7592023Revenue 2024: $493,639Expenses 2024: $495,307Net Income 2024: -$1,6682024

Highlighted filing

2015

Revenue$848,121
Expenses$293,685
Net Income$554,436
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$3,197,353
Mission and Program Overview

Mission

Develop and promote better quality of life in the local and international community and help young men and women in obtaining academic and vocational education and employment.

Develop and promote better quality of life in the local and international community and help young men and women in obtaining academic and vocational eduaction and employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,826,456$3,037,509▲ $211,053
Cash and Non-Interest-Bearing Accounts$208,508$117,174▼ $91,334
Accounts Receivable$23,311$38,885▲ $15,574
Pledges and Grants Receivable$22,291$17,790▼ $4,501
Savings and Temporary Cash Investments$115,130$258▼ $114,872
Total Assets$3,369,472$3,435,392▲ $65,920
Other Assets Total$173,776$223,776▲ $50,000
Liabilities
Other Liabilities$153,120$186,342▲ $33,222
Accounts Payable and Accrued Expenses-$11,412-
Total Liabilities$153,120$197,754▲ $44,634
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,974,172$2,017,490▲ $43,318
Unrestricted Net Assets$659,111$682,436▲ $23,325
Temporarily Rstr Net Assets$583,069$537,712▼ $45,357
Total Net Assets Fund Balance$3,216,352$3,237,638▲ $21,286
Total Liabilities and Net Assets / Fund Balance$3,369,472$3,435,392▲ $65,920

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$223,776--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,974,172$163,578--$2,137,750
2013$1,864,834$109,338--$1,974,172
2012$1,791,442$73,392--$1,864,834
2011$1,711,273$80,169--$1,791,442
2010$1,307,991$403,282--$1,711,273
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lisa Moscaret-burrPresident
Erin McglynnVice President
Chris PaganelliTrustee
Eugene ZahasTrustee
John HolmgrenTrustee
John ProtopappasTrustee
Kennedy DulanyTrustee
Linda ChewTrustee
Michael BruckTrustee
Ryan SpinkTrustee
Sedrick TydusTrustee
Stephanie CasenzaTrustee
Steve NichollsTrustee
Pat WilliamsExecutive Direc
Linda RoodhouseSecretary
James BellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,842
Program Service Revenue
$0
Investment Income
$637,942
Other Revenue
$75,337
All Other Contributions
$134,842
Change in Net Assets
$554,436

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table137$60,160Fair Value
Total Noncash Contributions137$60,160-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,512
Other Expenses$137,173
Total Fundraising Expense$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,980--$115,980
Grants to Domestic Individuals$40,532--$40,532
Other Expenses$8,561$319$20,000$8,880
All Other Expenses$3,190$562-$3,752
Total Functional Expenses$252,804$20,881$20,000$293,685
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pro ArtsOakland, CA-Transitional Kindergarten Arts Integration Project.$21,199
CHILDREN'S FAIRLANDOakland, CA-Field Trip for Transitional Kindergarteners.$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,166
Fundraising Direct Expenses$19,829
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$95,166$95,166$5,086$90,080
Total Events$95,166$95,166$19,829$75,337
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Commitment Payables$145,293
Scholarship Commitment Payables$41,049
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 6

“Line 6 explanation - membership in the oakland rotary endowment is contingent upon membership in the rotary club of oakland.”

Form 990, Part VI, Section B, Line 11

“Line 11a explanation - a committee consisting of board members reviews the form 990 and presents it for approval to the board of directors prior to filing the return.”

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

“Individuals and businesses qualified to provide goods and services to oakland rotary often are or become members, therefore, there may be times when a member may be commercially engaged by rotary to provide professional services, office supplies and equipment, or other items. Because these situations all involve conflict of interest, the following procedures apply: if an issue is to be decided by the board that involves potential conflict of interest for a board member it is the responsibility of the board member to: a. Identify the potential conflict of interest. B. Recuse himself/herself from discussion of the program or motion being considered. C. Not vote on the issue. It is the responsibility of the board to: a. Only decide to hire or contract with a board member if they are the best qualified individuals available, and will to provide the goods or services needed at the best price. B. Record in the minutes of the board meeting the potential conflict of interest, and the use of the procedures and criteria of this policy. Although it is not a conflict of interest to reimburse board members for expenses incurred, board members are prohibited by law from being paid for serving on the board.”

Form 990, Part VI, Section C, Line 19

“Records of the organization are available for inspection upon request at the business office during normal business hours. Financial statements can also be viewed on the guidestar.com website.”

Filing and Contact Details

Filer

Filer Name
Oakland Rotary Endowment
EIN
94-2434641
Phone
5104512120
Address
1736 FRANKLIN STREET, OAKLAND, CA 94612

Signing Officer

Name
James Bell
Title
President
Phone
5104512120
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Bell
Formed
1977
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Buckleypatchenriemann & Hall
Address
2890 N MAIN ST SUITE 200, WALNUT CREEK, CA 94597-2739
Preparer
Daniel J Hall
Phone
9259372727
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization has no uncertain tax positions as of june 30, 2014.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02329403
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUACTION AND EMPLOYMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03216352
IRS990/NetAssetsOrFundBalancesEOYAmt03237638
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0512120
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0512120
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt075337
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt075337
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-533151
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0173776
IRS990/OtherAssetsTotalGrp/EOYAmt0223776
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2EDUCATION SUPPORT
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt020000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1319
IRS990/OtherExpensesGrp/ProgramServicesAmt058056
IRS990/OtherExpensesGrp/ProgramServicesAmt115000
IRS990/OtherExpensesGrp/ProgramServicesAmt211485
IRS990/OtherExpensesGrp/ProgramServicesAmt38561
IRS990/OtherExpensesGrp/TotalAmt058056
IRS990/OtherExpensesGrp/TotalAmt155000
IRS990/OtherExpensesGrp/TotalAmt211485
IRS990/OtherExpensesGrp/TotalAmt38880
IRS990/OtherLiabilitiesGrp/BOYAmt0153120
IRS990/OtherLiabilitiesGrp/EOYAmt0186342
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01974172
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02017490
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022291
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017790
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES BELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212272
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0115980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0149320
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0157645
IRS990/PYInvestmentIncomeAmt0102184
IRS990/PYOtherExpensesAmt085729
IRS990/PYOtherRevenueAmt042320
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt050450
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0243374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0293824
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0554436
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0115130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0258
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0134842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0149320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0112373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0324979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0832159
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0117261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt087215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt063346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt076585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028655
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0373062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0117261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt087215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt076585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0373062
IRS990ScheduleA/InvestmentIncomeCYPct00.26690
IRS990ScheduleA/InvestmentIncomePYPct00.21880
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt075337
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt042320
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt040534
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt032017
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0192708
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59530
IRS990ScheduleA/PublicSupportPY509Pct00.66830
IRS990ScheduleA/PublicSupportTotal509Amt0832159
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0134842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0149320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0324979
IRS990ScheduleA/Total509Grp/TotalAmt0832159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0327440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0278855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0214525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0220975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0356134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01397929
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/BeginningYearBalanceAmt01974172
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0163578
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02137750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01864834
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0109338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01974172
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01791442
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt073392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01864834
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01711273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt080169
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01791442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01307991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0403282
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01711273
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0223776
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0145293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt141049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMMITMENT PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SCHOLARSHIP COMMITMENT PAYABLES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0223776
IRS990ScheduleD/TotalLiabilityAmt0186342
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019829
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07613
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095166
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt075337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05086
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05086
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06930
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06930
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,435,392
Liabilities
$197,754
Net assets
$3,237,638
Revenue
$848,121
Expenses
$293,685
Net income
$554,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.52$4.64$0.49$0.50$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.32$4.27$0.41$0.42$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.36$3.93$0.73$0.29$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.34$4.66$0.71$0.35$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.35$3.58$0.38$0.34$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.47$3.48$0.40$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.22$3.52$0.39$0.29$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.19$3.33$0.29$0.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.21$3.09$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.20$3.24$0.85$0.29$0.55
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.15$3.22$0.29$0.24$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.15$2.92$0.23
2012Summary only. Only limited summary data is available for this year.$2.96$0.14$2.82$0.20$0.33$0.12
2011Summary only. Only limited summary data is available for this year.$3.08$0.11$2.97$0.43$0.36$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.16$2.63$0.29