Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2016 • EIN 94-2434641

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

Organization ProfileWWW.OAKLAND-ROTARY.ORG
1736 Franklin Street No 200Oakland, CA 94612

(510) 451-2120

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.81x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

25th percentile

-4.1%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$3,296,002

Down $139,390 (-4.1%) from 2015

Net Assets

Down

$3,090,681

Down $146,957 (-4.5%) from 2015

Liabilities

Up

$205,321

Up $7,567 (+3.8%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin15th percentile

Revenue

Down

$252,735

Down $595,386 (-70%) from 2015

Expenses

Up

$304,281

Up $10,596 (+3.6%) from 2015

Net Income

Down

-$51,546

Down $605,982 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2016

Assets$3,296,002
Liabilities$205,321
Net Assets$3,090,681
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$252,735
Expenses$304,281
Net Income-$51,546
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$486,199
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,037,509$2,871,702▼ $165,807
Cash and Non-Interest-Bearing Accounts$117,174$65,235▼ $51,939
Accounts Receivable$38,885$21,530▼ $17,355
Pledges and Grants Receivable$17,790$2,221▼ $15,569
Savings and Temporary Cash Investments$258--
Total Assets$3,435,392$3,296,002▼ $139,390
Other Assets Total$223,776$335,314▲ $111,538
Liabilities
Other Liabilities$186,342$205,321▲ $18,979
Accounts Payable and Accrued Expenses$11,412--
Total Liabilities$197,754$205,321▲ $7,567
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,017,490$2,029,856▲ $12,366
Unrestricted Net Assets$682,436$533,226▼ $149,210
Temporarily Rstr Net Assets$537,712$527,599▼ $10,113
Total Net Assets Fund Balance$3,237,638$3,090,681▼ $146,957
Total Liabilities and Net Assets / Fund Balance$3,435,392$3,296,002▼ $139,390

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$335,314--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,017,490$12,366--$2,029,856
2014$1,974,172$43,318--$2,017,490
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James BellPresident
Stephanie CasenzaVice President
Anne Marie GormanTrustee
Eugene ZahasTrustee
John ProtopappasTrustee
Kenneth DulanyTrustee
Linda BoesseneckerTrustee
Linda ChewTrustee
Lisa MalulTrustee
Lisa Moscaret-burrTrustee
Russ McclymontTrustee
Ryan SpinkTrustee
Steve NichollsTrustee
Erin McglynnSecretary
John HolmgrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$135,070
Program Service Revenue
$0
Investment Income
$101,697
Other Revenue
$15,968
All Other Contributions
$135,070
Change in Net Assets
$-51,546

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$50,427Fair Value
Total Noncash Contributions137$50,427-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$176,355
Other Expenses$127,926
Total Fundraising Expense$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,750--$124,750
Fees for Services Management$21,000$20,000$20,000$61,000
Grants to Domestic Individuals$51,605--$51,605
Other Expenses$1,000$132-$1,000
All Other Expenses$-2,887$239-$-2,648
Total Functional Expenses$263,910$20,371$20,000$304,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Unified School DistrictOakland, CA501(c)(3)To Provide School Supplies for Transitional Kidergarteners.$29,041
Pro Arts GalleryOakland, CA501(c)(3)Transitional Kindergarteners Arts Integration Project.$15,000
Oakland Public Education FundOakland, CA501(c)(3)To Provide Foss Science Fabric Kits to Transitional Kidergarteners.$11,700
CHILDREN'S FAIRYLANDOakland, CA501(c)(3)Field Trip for Transitional Kindergarteners.$8,452
Legal Assistance for SeniorsOakland, CA501(c)(3)To Purchase 20 New Computers and a Server.$5,000
Oakland ZooOakland, CA501(c)(3)Donation Toward Zoo Expansion Campaign.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,485
Fundraising Direct Expenses$63,517
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$79,485$79,485$54,590$24,895
Total Events$79,485$79,485$63,517$15,968
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Commitment$145,705
Commitments Payable$59,616
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

“Membership in the oakland rotary endowment is contingent upon membership in the rotary club of oakland.”

Form 990, Part VI, Section B, Line 11

“A committee consisting of board members reviews the form 990 prior to filing the return. A copy of the form 990 is subsequently provided to all board members 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 provide the goods or service 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 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 NO 200, OAKLAND, CA 94612

Signing Officer

Name
James Bell
Title
President
Phone
5104512120
Signed
2017-02-01
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
15

Preparer

Firm
Timpson Garcia Llp
Address
70 WASHINGTON STREET SUITE 300, OAKLAND, CA 94607-3705
Preparer
William E Moy
Phone
5108322325
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization has no uncertain tax positions as of june 30, 2016.”

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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt099315
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099315
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03037509
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02871702
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0169947
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 EDUCATION AND EMPLOYMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03237638
IRS990/NetAssetsOrFundBalancesEOYAmt03090681
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02382
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02382
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015968
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015968
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-95411
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt050427
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0223776
IRS990/OtherAssetsTotalGrp/EOYAmt0335314
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3PROGRAM COORDINATOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0132
IRS990/OtherExpensesGrp/ProgramServicesAmt042111
IRS990/OtherExpensesGrp/ProgramServicesAmt114002
IRS990/OtherExpensesGrp/ProgramServicesAmt212329
IRS990/OtherExpensesGrp/ProgramServicesAmt31000
IRS990/OtherExpensesGrp/TotalAmt042111
IRS990/OtherExpensesGrp/TotalAmt114002
IRS990/OtherExpensesGrp/TotalAmt212461
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/OtherLiabilitiesGrp/BOYAmt0186342
IRS990/OtherLiabilitiesGrp/EOYAmt0205321
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02017490
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02029856
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt017790
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02221
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES BELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212305
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0124750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0134842
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0156512
IRS990/PYInvestmentIncomeAmt0637942
IRS990/PYOtherExpensesAmt0137173
IRS990/PYOtherRevenueAmt075337
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0554436
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0293685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0848121
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-51546
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0258
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0134842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0642250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0117261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt087215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt076585
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0443722
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0117261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt087215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt076585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0443722
IRS990ScheduleA/InvestmentIncomeCYPct00.34340
IRS990ScheduleA/InvestmentIncomePYPct00.26690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015968
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt075337
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt042320
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt040534
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt032017
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0206176
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49700
IRS990ScheduleA/PublicSupportPY509Pct00.59530
IRS990ScheduleA/PublicSupportTotal509Amt0642250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0149320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112373
IRS990ScheduleA/Total509Grp/TotalAmt0642250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0250353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0327440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0278855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0214525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0220975
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01292148
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/BeginningYearBalanceAmt02017490
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012366
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02029856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01974172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt043318
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02017490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01864834
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0109338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01974172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01791442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt073392
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01864834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01711273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt080169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01791442
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0335314
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0145705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP COMMITMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMMITMENTS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0335314
IRS990ScheduleD/TotalLiabilityAmt0205321
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063517
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0910
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079485
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015968
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054590
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054590
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07467
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07467
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt051605
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP GRANT PAYABLE OVER 4 YEARS

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Filings

Displayed year

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

Open filing
Assets
$3,296,002
Liabilities
$205,321
Net assets
$3,090,681
Revenue
$252,735
Expenses
$304,281
Net income
-$51,546
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