Civic Intelligence

Perry Technical Foundation

990 • Fiscal year 2019 • EIN 94-3188041

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

Organization ProfileWWW.PERRYTECH.EDU
2011 W Washington AveYakima, WA 98903

(509) 453-0374

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$9,351,064

Up $265,316 (+2.9%) from 2018

Net Assets

Up

$9,176,235

Up $149,497 (+1.7%) from 2018

Liabilities

Up

$174,829

Up $115,819 (+196%) from 2018

Revenue And Expenses

Revenue

Down

$765,560

Down $403,243 (-35%) from 2018

Expenses

Down

$808,370

Down $81,820 (-9.2%) from 2018

Net Income

Down

-$42,810

Down $321,423 (-115%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,398,039Liabilities 2011: $16,665Net Assets 2011: $7,381,3742011Assets 2012: $7,204,261Liabilities 2012: $15,166Net Assets 2012: $7,189,0952012Assets 2013: $8,886,620Liabilities 2013: $28,325Net Assets 2013: $8,858,2952013Assets 2014: $11,180,454Liabilities 2014: $31,225Net Assets 2014: $11,149,2292014Assets 2015: $9,308,833Liabilities 2015: $18,198Net Assets 2015: $9,290,6352015Assets 2016: $8,626,656Liabilities 2016: $20,690Net Assets 2016: $8,605,9662016Assets 2017: $8,715,648Liabilities 2017: $37,756Net Assets 2017: $8,677,8922017Assets 2018: $9,085,748Liabilities 2018: $59,010Net Assets 2018: $9,026,7382018Assets 2019: $9,351,064Liabilities 2019: $174,829Net Assets 2019: $9,176,2352019Assets 2020: $9,381,127Liabilities 2020: $135,079Net Assets 2020: $9,246,0482020Assets 2021: $11,080,320Liabilities 2021: $154,290Net Assets 2021: $10,926,0302021Assets 2022: $10,038,407Liabilities 2022: $164,884Net Assets 2022: $9,873,5232022Assets 2023: $10,994,168Liabilities 2023: $589,042Net Assets 2023: $10,405,1262023Assets 2024: $11,402,765Liabilities 2024: $142,833Net Assets 2024: $11,259,9322024Assets 2025: $14,965,011Liabilities 2025: $120,618Net Assets 2025: $14,844,3932025

Highlighted filing

2019

Assets$9,351,064
Liabilities$174,829
Net Assets$9,176,235
Open 2019 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $603,3472011Expenses 2012: $599,4992012Expenses 2013: $611,8622013Revenue 2014: $2,214,513Expenses 2014: $543,197Net Income 2014: $1,671,3162014Revenue 2015: $2,340,702Expenses 2015: $542,262Net Income 2015: $1,798,4402015Revenue 2016: $2,402,502Expenses 2016: $479,546Net Income 2016: $1,922,9562016Revenue 2017: $987,475Expenses 2017: $599,861Net Income 2017: $387,6142017Revenue 2018: $1,168,803Expenses 2018: $890,190Net Income 2018: $278,6132018Revenue 2019: $765,560Expenses 2019: $808,370Net Income 2019: -$42,8102019Revenue 2020: $1,111,862Expenses 2020: $845,603Net Income 2020: $266,2592020Revenue 2021: $1,058,741Expenses 2021: $934,719Net Income 2021: $124,0222021Revenue 2022: $1,919,327Expenses 2022: $1,444,347Net Income 2022: $474,9802022Revenue 2023: $1,844,180Expenses 2023: $1,743,895Net Income 2023: $100,2852023Revenue 2024: $1,202,602Expenses 2024: $1,129,137Net Income 2024: $73,4652024Revenue 2025: $4,023,354Expenses 2025: $1,231,387Net Income 2025: $2,791,9672025

Highlighted filing

2019

Revenue$765,560
Expenses$808,370
Net Income-$42,810
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$5,044,992
Mission and Program Overview

Mission

The foundation exists for the purpose of raising funds to assure the long term stability and existence of perry technical institute.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,416,976$8,527,312▲ $110,336
Pledges and Grants Receivable$346,000$297,000▼ $49,000
Other Notes and Loans Receivable, Net$66,604$112,329▲ $45,725
Savings and Temporary Cash Investments$62,940$63,117▲ $177
Total Assets$9,085,748$9,351,064▲ $265,316
Other Assets Total$193,228$351,306▲ $158,078
Liabilities
Other Liabilities$27,176$171,134▲ $143,958
Accounts Payable and Accrued Expenses$31,834$3,695▼ $28,139
Total Liabilities$59,010$174,829▲ $115,819
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,645,033$5,645,033→ $0
Temporarily Rstr Net Assets$2,931,347$3,062,652▲ $131,305
Unrestricted Net Assets$450,358$468,550▲ $18,192
Total Net Assets Fund Balance$9,026,738$9,176,235▲ $149,497
Total Liabilities and Net Assets / Fund Balance$9,085,748$9,351,064▲ $265,316

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,488,381$25,000▲ $407,864-$6,626,199
2017$6,516,388-▲ $315,520-$6,488,381
2016$6,260,204-▲ $588,964-$6,516,389
2015$6,412,430-▲ $126,488-$6,260,204
2014$6,788,881-▼ $26,390-$6,412,430
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Cathy SterbenzTreasurer-$131,705$131,705
Erin Fishburn - Departed 4419Executive Director/secretaryFT$109,892$109,892

Board Members and Trustees

NameTitle
Christine CotePresident
Pat SundquistVice President
David GonzalesDirector
Don CarrellDirector
Doug RiddleDirector
Gary PriceDirector
Jake JundtDirector
Jon DurandDirector
Julie ValdezDirector
Lowell SakDirector
Robert Dipietro JrDirector
Sally DouglasDirector
Steve AltmayerDirector
Trent MarquisDirector
Tressa Shockley - as of 5119Executive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$387,470
Program Service Revenue
$0
Investment Income
$378,002
Other Revenue
$88
All Other Contributions
$207,023
Change in Net Assets
$-42,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$588,863
Total Fundraising Expense$186,230
Salaries, Compensation, and Employee Benefits$148,816
Other Expenses$70,691
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$424,732--$424,732
Grants to Domestic Orgs$164,131--$164,131
Current Officers, Directors, Trustees, and Key Employees--$120,721$120,721
Fees for Service Investment Mgmnt Fees-$31,881-$31,881
Office Expenses--$20,544$20,544
Other Salaries and Wages--$17,039$17,039
Payroll Taxes--$11,056$11,056
Advertising--$6,441$6,441
Other Expenses--$4,418$4,418
Fees for Services Other-$1,396-$1,396
Conferences and Meetings--$758$758
Travel--$216$216
Total Functional Expenses$588,863$33,277$186,230$808,370
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jm Perry Institute of Trades Industries and AgricultureYakima, WA501(c)(3)To Provide Funds for Equipment Purchases.$164,131
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$171,134
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has one member, j.m. Perry institute of trades industries and agriculture, who retains all voting rights.”

Form 990, Part VI, Section A, Line 7A

“J.m. Perry institute of trades industries and agriculture, the sole member of the corporation, can elect new board members when the number of board members increases in size.”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed and approved by the board of trustees of j.m. Perry institute of trades industries and agriculture who oversee the operations of the foundation.”

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

“The conflict of interest policy is communicated through the employee handbook on an annual basis. Management goes through the policy with staff and department heads annually when the handbook is updated. The board of directors for the foundation also have a conflict of interest policy that is reviewed and signed by the board and is updated annually.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Perry Technical Foundation
EIN
94-3188041
Phone
5094530374
Address
2011 W WASHINGTON AVE, YAKIMA, WA 98903

Signing Officer

Name
Christine Cote
Title
President
Phone
5094530374
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Cote
Formed
1993
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
13
Employees
0
Volunteers
16

Preparer

Firm
Moss Adams Llp
Address
PO BOX 22650, YAKIMA, WA 98907-2650
Preparer
Emina O Cresswell CPA
Phone
5092487750
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment consists of eight individual funds at june 30, 2019 and 2018. The endowment includes individual donor-restricted funds established for a variety of purposes. As required by generally accepted accounting principles, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions.”

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under the provisions of section 501(c)(3) of the internal revenue code except to the extent of unrelated business income tax under sections 511 through 515. In accordance with requirements related to accounting for uncertain tax positions, the foundation had no uncertain tax positions as of june 30, 2019 and 2018. The foundation files income tax returns in the u.s. Federal jurisdictions. In addition, the foundation have no material unrelated business income subject to tax at june 30, 2019 and 2018.”

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt08527312
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04279432
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt088
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt088
IRS990/MissionDesc0THE FOUNDATION EXISTS FOR THE PURPOSE OF RAISING FUNDS TO ASSURE THE LONG TERM STABILITY AND EXISTENCE OF PERRY TECHNICAL INSTITUTE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09026738
IRS990/NetAssetsOrFundBalancesEOYAmt09176235
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012910
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012910
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0164904
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt020544
IRS990/OfficeExpensesGrp/TotalAmt020544
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0193228
IRS990/OtherAssetsTotalGrp/EOYAmt0351306
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1STUDENT OUTREACH
IRS990/OtherExpensesGrp/FundraisingAmt05037
IRS990/OtherExpensesGrp/FundraisingAmt14418
IRS990/OtherExpensesGrp/TotalAmt05037
IRS990/OtherExpensesGrp/TotalAmt14418
IRS990/OtherLiabilitiesGrp/BOYAmt027176
IRS990/OtherLiabilitiesGrp/EOYAmt0171134
IRS990/OtherRevenueTotalAmt088
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017039
IRS990/OtherSalariesAndWagesGrp/TotalAmt017039
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt066604
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0112329
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011056
IRS990/PayrollTaxesGrp/TotalAmt011056
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05645033
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05645033
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0346000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0297000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINE COTE
IRS990/PriorPeriodAdjustmentsAmt027403
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PERRY TECHNICAL FOUNDATION ASSISTS WITH EDUCATIONAL PROGRAMS AT PERRY TECHNICAL INSTITUTE THROUGH EQUIPMENT PURCHASES AND CAPITAL IMPROVEMENTS. DURING THE 2018-2019 FISCAL YEAR, $164,131 IN EQUIPMENT FUNDS AND OPERATIONAL SUPPORT FUNDS FOR PERRY TECH INSTITUTE WERE DISBURSED. THE EQUIPMENT PURCHASES HELP ENSURE THAT PERRY TECHNICAL INSTITUTE STUDENTS ARE RECEIVING TRAINING ON HIGH QUALITY EQUIPMENT SIMILAR TO WHAT THEY WILL EXPERIENCE IN INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0164131
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0164131
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PERRY TECHNICAL FOUNDATION SUPPORTS STUDENTS ATTENDING PERRY TECHNICAL INSTITUTE BY OFFERING SMALL LOANS TO STUDENTS. LOAN FUNDS ARE AVAILABLE TO STUDENTS WITH GOOD CREDIT WHO ARE STRUGGLING WITH THE FUNDS NEEDED TO PURCHASE EQUIPMENT OR TOOLS FOR THEIR PROGRAM. LOANS ARE AVAILABLE ON A FIRST COME, FIRST SERVE BASIS TO STUDENTS WHO APPLY AND PASS THE REQUIRED CREDIT CHECK. REPAYMENT BEGINS SIX MONTHS AFTER GRADUATION. DURING THE 2018-2019 FISCAL YEAR $22,500 IN LOAN FUNDS WERE DISTRIBUTED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0746076
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0546938
IRS990/PYInvestmentIncomeAmt0422324
IRS990/PYOtherExpensesAmt0255426
IRS990/PYOtherRevenueAmt0403
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0278613
IRS990/PYSalariesCompEmpBnftPaidAmt087826
IRS990/PYTotalExpensesAmt0890190
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01168803
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-42810
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0180447
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062940
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063117
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PERRY TECHNICAL FOUNDATION IS CONTROLLED BY ITS SUPPORTED ORGANIZATION, PERRY TECHNICAL INSTITUTE, BY HAVING TWO OFFICERS AND ONE TRUSTEE OF PERRY TECHNICAL INSTITUTE ON PERRY TECHNICAL FOUNDATION BOARD OF DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910570848
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0164131
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JM PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0164131
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06488381
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06626199
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0295046
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0407864
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06516388
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06488381
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0343527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0315520
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022956
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06260204
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06516389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0588964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06412430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06260204
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0258187
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0126488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt044676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06788881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06412430
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0305385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26390
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0171134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.85000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF EIGHT INDIVIDUAL FUNDS AT JUNE 30, 2019 AND 2018. THE ENDOWMENT INCLUDES INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME TAX UNDER SECTIONS 511 THROUGH 515. IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTIONS. IN ADDITION, THE FOUNDATION HAVE NO MATERIAL UNRELATED BUSINESS INCOME SUBJECT TO TAX AT JUNE 30, 2019 AND 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0171134
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0424732
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,351,064
Liabilities
$174,829
Net assets
$9,176,235
Revenue
$765,560
Expenses
$808,370
Net income
-$42,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.0$0.12$14.8$4.02$1.23$2.79
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.14$11.3$1.20$1.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.59$10.4$1.84$1.74$0.10
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.16$9.87$1.92$1.44$0.47
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.15$10.9$1.06$0.93$0.12
2020Detailed filing. Detailed filing data is available for this year.$9.38$0.14$9.25$1.11$0.85$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.35$0.17$9.18$0.77$0.81$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.09$0.06$9.03$1.17$0.89$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.72$0.04$8.68$0.99$0.60$0.39
2016Detailed filing. Detailed filing data is available for this year.$8.63$0.02$8.61$2.40$0.48$1.92
2015Detailed filing. Detailed filing data is available for this year.$9.31$0.02$9.29$2.34$0.54$1.80
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.03$11.1$2.21$0.54$1.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.89$0.03$8.86$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.20$0.02$7.19$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.02$7.38$0.60