Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2017 • EIN 94-2434641

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 02, 2018

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

42nd percentile

0.05x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.64x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,517,711

Up $221,709 (+6.7%) from 2016

Net Assets

Up

$3,329,562

Up $238,881 (+7.7%) from 2016

Liabilities

Down

$188,149

Down $17,172 (-8.4%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin49th percentile

Revenue

Up

$294,822

Up $42,087 (+17%) from 2016

Expenses

Down

$286,841

Down $17,440 (-5.7%) from 2016

Net Income

Up

$7,981

Up $59,527 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$3,517,711
Liabilities$188,149
Net Assets$3,329,562
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$294,822
Expenses$286,841
Net Income$7,981
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Gross Receipts
$837,108
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$2,871,702$3,079,028▲ $207,326
Cash and Non-Interest-Bearing Accounts$65,235$399,602▲ $334,367
Accounts Receivable$21,530$27,001▲ $5,471
Pledges and Grants Receivable$2,221$891▼ $1,330
Prepaid Expenses and Deferred Charges-$200-
Total Assets$3,296,002$3,517,711▲ $221,709
Other Assets Total$335,314$10,989▼ $324,325
Liabilities
Other Liabilities$205,321$184,845▼ $20,476
Accounts Payable and Accrued Expenses$0$3,304▲ $3,304
Total Liabilities$205,321$188,149▼ $17,172
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,029,856$2,084,175▲ $54,319
Unrestricted Net Assets$533,226$747,027▲ $213,801
Temporarily Rstr Net Assets$527,599$498,360▼ $29,239
Total Net Assets Fund Balance$3,090,681$3,329,562▲ $238,881
Total Liabilities and Net Assets / Fund Balance$3,296,002$3,517,711▲ $221,709

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,029,856$54,319--$2,084,175
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John HolmgrenPresident
Stephanie CasenzaVice President
Anne Marie GormanTrustee
Betsy BiernTrustee
Curtis BurrTrustee
Debra BarnesTrustee
Eugene ZahasTrustee
Henry ReynosoTrustee
Linda BoesseneckerTrustee
Linda ChewTrustee
Lisa MalulTrustee
Sean MarxTrustee
Steve NichollsTrustee
Ryan SpinkSecretary
Russ McclymontTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,508
Program Service Revenue
$0
Investment Income
$53,829
Other Revenue
$35,485
All Other Contributions
$205,508
Change in Net Assets
$7,981

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 Table20$27,240Fair Value
Total Noncash Contributions20$27,240-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,477
Other Expenses$140,364
Total Fundraising Expense$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,732--$91,732
Fees for Services Management$21,000$20,000$20,000$61,000
Grants to Domestic Individuals$54,745--$54,745
Other Expenses$27$2,049-$2,076
All Other Expenses$762--$762
Total Functional Expenses$244,537$22,304$20,000$286,841
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Unified School DistrictOakland, CA501(c)(3)To Provide School Supplies for Transitional Kidergarteners.$29,661
Pro Arts GalleryOakland, CA501(c)(3)Transitional Kindergarteners Arts Integration Project.$10,000
Rotary FoundationChicago, IL501(c)(3)Donation Towards Saving for Change.$9,544
Oakland Public Education FundOakland, CA501(c)(3)School Attendance Improvement Project.$5,250
CHILDREN'S FAIRYLANDOakland, CA501(c)(3)Field Trip for Transitional Kindergarteners.$5,060
Legal Assistance for SeniorsOakland, CA501(c)(3)To Upgrade the Computer System.$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$101,798
Fundraising Direct Expenses$66,313
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$101,798$101,798$31,310$70,488
Total Events$101,798$101,798$66,313$35,485
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$136,621
Commitments Payable$44,674
Due to Orc$3,550
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 11B

“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
John Holmgren
Title
President
Phone
5104512120
Signed
2018-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Holmgren
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, 2017.”

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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt087461
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087461
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02871702
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03079028
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0364938
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0111035
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/NetAssetsOrFundBalancesBOYAmt03090681
IRS990/NetAssetsOrFundBalancesEOYAmt03329562
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-33632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-33632
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt035485
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt035485
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0230900
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt027240
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0335314
IRS990/OtherAssetsTotalGrp/EOYAmt010989
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2EDUCATION SUPPORT
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12049
IRS990/OtherExpensesGrp/ProgramServicesAmt057679
IRS990/OtherExpensesGrp/ProgramServicesAmt112342
IRS990/OtherExpensesGrp/ProgramServicesAmt26250
IRS990/OtherExpensesGrp/ProgramServicesAmt327
IRS990/OtherExpensesGrp/TotalAmt057679
IRS990/OtherExpensesGrp/TotalAmt112597
IRS990/OtherExpensesGrp/TotalAmt26250
IRS990/OtherExpensesGrp/TotalAmt32076
IRS990/OtherLiabilitiesGrp/BOYAmt0205321
IRS990/OtherLiabilitiesGrp/EOYAmt0184845
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02029856
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02084175
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02221
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0891
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200
IRS990/PrincipalOfficerNm0JOHN HOLMGREN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0189792
IRS990/ProgSrvcAccomActy2Grp/GrantAmt091732
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0135070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0176355
IRS990/PYInvestmentIncomeAmt0101697
IRS990/PYOtherExpensesAmt0127926
IRS990/PYOtherRevenueAmt015968
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-51546
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0304281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0252735
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07981
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0205508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0135070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0149320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0735385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0117261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt087215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063346
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0454598
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt099315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0117261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt087215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt063346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0454598
IRS990ScheduleA/InvestmentIncomeCYPct00.32480
IRS990ScheduleA/InvestmentIncomePYPct00.34340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt035485
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015968
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt075337
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt042320
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt040534
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0209644
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.52540
IRS990ScheduleA/PublicSupportPY509Pct00.49700
IRS990ScheduleA/PublicSupportTotal509Amt0735385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0205508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0134842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0149320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110645
IRS990ScheduleA/Total509Grp/TotalAmt0735385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0328454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0250353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0327440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0278855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0214525
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01399627
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/BeginningYearBalanceAmt02029856
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt054319
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02084175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02017490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02029856
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01974172
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt043318
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02017490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01864834
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0109338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01974172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01791442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt073392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01864834
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0136621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt144674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP COMMITMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMMITMENTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO ORC
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0184845
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066313
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016316
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0101798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0101798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0101798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0101798
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035485
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031310
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016887
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016887

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Filings

Displayed year

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

Open filing
Assets
$3,517,711
Liabilities
$188,149
Net assets
$3,329,562
Revenue
$294,822
Expenses
$286,841
Net income
$7,981
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