Civic Intelligence

Perry Technical Foundation

990 • Fiscal year 2024 • EIN 94-3188041

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 15, 2025

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

$11,402,765

Up $408,597 (+3.7%) from 2023

Net Assets

Up

$11,259,932

Up $854,806 (+8.2%) from 2023

Liabilities

Down

$142,833

Down $446,209 (-76%) from 2023

Revenue And Expenses

Revenue

Down

$1,202,602

Down $641,578 (-35%) from 2023

Expenses

Down

$1,129,137

Down $614,758 (-35%) from 2023

Net Income

Down

$73,465

Down $26,820 (-27%) from 2023

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

2024

Assets$11,402,765
Liabilities$142,833
Net Assets$11,259,932
Open 2024 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

2024

Revenue$1,202,602
Expenses$1,129,137
Net Income$73,465
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,542,881
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.

To raise funds to assure the long term stability and existence of perry technical institute.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,387,206$10,202,365▲ $815,159
Savings and Temporary Cash Investments$627,692$618,584▼ $9,108
Pledges and Grants Receivable$560,000$132,500▼ $427,500
Other Notes and Loans Receivable, Net$61,377$36,684▼ $24,693
Total Assets$10,994,168$11,402,765▲ $408,597
Other Assets Total$357,893$412,632▲ $54,739
Liabilities
Other Liabilities$520,524$93,958▼ $426,566
Deferred Revenue$59,986$36,833▼ $23,153
Accounts Payable and Accrued Expenses$8,532$12,042▲ $3,510
Total Liabilities$589,042$142,833▼ $446,209
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,629,287$10,381,363▲ $752,076
Net Assets Without Donor Restrictions$775,839$878,569▲ $102,730
Total Net Assets Fund Balance$10,405,126$11,259,932▲ $854,806
Total Liabilities and Net Assets / Fund Balance$10,994,168$11,402,765▲ $408,597

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$7,231,691$25,000▲ $802,828-$7,760,008
2022$6,996,882$25,000▲ $532,187-$7,231,691
2021$7,615,071$552,955▼ $883,118-$6,996,882
2020$6,500,918-▲ $1,384,271-$7,615,071
2019$6,626,199-▲ $187,198-$6,500,918
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Tressa ShockleySecretaryFT$100,468$100,468

Board Members and Trustees

NameTitle
Christine CotePresident (thru 06/2024)
Brian KoenigDirector
Celina SanchezDirector
David GonzalesDirector
Don CarrellDirector
Dyann HortonDirector
Jake JundtDirector
Jon DurandDirector
Julie ValdezDirector
Ryan HopkinsDirector
Trent MarquisDirector
Steve AltmayerDirector (thru 04/2024)
Cathy SterbenzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$536,873
Program Service Revenue
$0
Investment Income
$486,097
Other Revenue
$179,632
All Other Contributions
$359,257
Change in Net Assets
$73,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$840,615
Total Fundraising Expense$246,236
Salaries, Compensation, and Employee Benefits$163,762
Other Expenses$124,760
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$707,404--$707,404
Grants to Domestic Orgs$133,211--$133,211
Current Officers, Directors, Trustees, and Key Employees--$100,469$100,469
Other Salaries and Wages--$53,000$53,000
Fees for Service Investment Mgmnt Fees-$38,668-$38,668
Advertising--$32,354$32,354
Payroll Taxes--$10,293$10,293
Fees for Services Other-$3,618-$3,618
Office Expenses--$1,857$1,857
Other Expenses--$179$179
Total Functional Expenses$840,615$42,286$246,236$1,129,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jm Perry Institute of Trades Industries and AgricultureYakima, WA501(c)(3)To Provide Funds for Equipment Purchases.$133,211
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$369,200
Gaming Direct Expenses$190,092
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$93,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 and schedule b 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 has a conflict of interest policy 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
Jason Lamiquiz
Title
President
Phone
5094530374
Signed
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Lamiquiz
Formed
1993
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
11
Employees
0
Volunteers
208

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 eleven and eleven individual funds at june 30, 2024 and 2023, respectively. Individual funds are established for scholarships and equipment including both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. Net assets associated with these 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, 2024 and 2023. The foundation files income tax returns in the u.s. Federal jurisdictions. In addition, the foundation has no material unrelated business income subject to tax at june 30, 2024 and 2023.”

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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09387206
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010202365
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt02
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0305975
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01844212
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/NetAssetsOrFundBalancesBOYAmt010405126
IRS990/NetAssetsOrFundBalancesEOYAmt011259932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0144129
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0144129
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0179108
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0179108
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0781341
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0775839
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0878569
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01857
IRS990/OfficeExpensesGrp/TotalAmt01857
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0357893
IRS990/OtherAssetsTotalGrp/EOYAmt0412632
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1STUDENT SERVICES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt021562
IRS990/OtherExpensesGrp/FundraisingAmt119113
IRS990/OtherExpensesGrp/FundraisingAmt27409
IRS990/OtherExpensesGrp/FundraisingAmt3179
IRS990/OtherExpensesGrp/TotalAmt021562
IRS990/OtherExpensesGrp/TotalAmt119113
IRS990/OtherExpensesGrp/TotalAmt27409
IRS990/OtherExpensesGrp/TotalAmt3179
IRS990/OtherLiabilitiesGrp/BOYAmt0520524
IRS990/OtherLiabilitiesGrp/EOYAmt093958
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LOAN INTEREST & FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0524
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0524
IRS990/OtherRevenueTotalAmt0524
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053000
IRS990/OtherSalariesAndWagesGrp/TotalAmt053000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt061377
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt036684
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010293
IRS990/PayrollTaxesGrp/TotalAmt010293
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0560000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0132500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON LAMIQUIZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PERRY TECHNICAL FOUNDATION ASSISTS WITH EDUCATIONAL PROGRAMS AT PERRY TECHNICAL INSTITUTE THROUGH EQUIPMENT PURCHASES AND CAPITAL IMPROVEMENTS. DURING THE 2023-2024 FISCAL YEAR, $133,211 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/ExpenseAmt0133211
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0133211
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 2023-2024 FISCAL YEAR $3,612 IN LOAN FUNDS WERE DISTRIBUTED.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01188867
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01456588
IRS990/PYInvestmentIncomeAmt0426360
IRS990/PYOtherExpensesAmt0112640
IRS990/PYOtherRevenueAmt0228953
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0100285
IRS990/PYSalariesCompEmpBnftPaidAmt0174667
IRS990/PYTotalExpensesAmt01743895
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01844180
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt073465
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0177616
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0627692
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0618584
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 TECHINICAL 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/SupportAmt0133211
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JM PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0133211
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/BeginningYearBalanceAmt07231691
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07760008
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0299511
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0802828
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06996882
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07231691
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0322378
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0532187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07615071
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0552955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06996882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0288026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-883118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06500918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07615071
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0270118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01384271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06626199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06500918
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0312479
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187198
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093958
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.81000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF ELEVEN AND ELEVEN INDIVIDUAL FUNDS AT JUNE 30, 2024 AND 2023, RESPECTIVELY. INDIVIDUAL FUNDS ARE ESTABLISHED FOR SCHOLARSHIPS AND EQUIPMENT INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH THESE 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, 2024 AND 2023. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTIONS. IN ADDITION, THE FOUNDATION HAS NO MATERIAL UNRELATED BUSINESS INCOME SUBJECT TO TAX AT JUNE 30, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,402,765
Liabilities
$142,833
Net assets
$11,259,932
Revenue
$1,202,602
Expenses
$1,129,137
Net income
$73,465
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