Civic Intelligence

Sam and Rie Bloomfield Foundation

990PF • Fiscal year 2017 • EIN 95-6074613

Dec 01, 2016 to Nov 30, 2017 • Filed on Oct 12, 2018

1207 Hollydale DriveFullerton, CA 92831

(949) 752-8115

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$12,500

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

28th percentile

-1.6%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,410,078

Down $138,561 (-1.6%) from 2016

Net Assets

Down

$8,410,078

Down $138,561 (-1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$448,317

Down $214,872 (-32%) from 2016

Expenses

Down

$586,878

Down $12,546 (-2.1%) from 2016

Net Income

Down

-$138,561

Down $202,326 (-317%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $9,114,623Liabilities 2010: $6,890Net Assets 2010: $9,107,7332010Assets 2011: $9,038,803Liabilities 2011: $0Net Assets 2011: $9,038,8032011Assets 2012: $8,640,023Liabilities 2012: $0Net Assets 2012: $8,640,0232012Assets 2013: $8,438,811Liabilities 2013: $0Net Assets 2013: $8,438,8112013Assets 2014: $8,422,489Liabilities 2014: $0Net Assets 2014: $8,422,4892014Assets 2015: $8,484,874Liabilities 2015: $0Net Assets 2015: $8,484,8742015Assets 2016: $8,548,639Liabilities 2016: $0Net Assets 2016: $8,548,6392016Assets 2017: $8,410,078Liabilities 2017: $0Net Assets 2017: $8,410,0782017Assets 2018: $8,239,677Liabilities 2018: $0Net Assets 2018: $8,239,6772018Assets 2019: $7,989,659Liabilities 2019: $0Net Assets 2019: $7,989,6592019Assets 2020: $7,824,389Liabilities 2020: $0Net Assets 2020: $7,824,3892020Assets 2021: $8,051,685Liabilities 2021: $0Net Assets 2021: $8,051,6852021Assets 2022: $7,792,654Liabilities 2022: $0Net Assets 2022: $7,792,6542022Assets 2023: $7,733,866Liabilities 2023: $0Net Assets 2023: $7,733,8662023Assets 2024: $8,128,638Liabilities 2024: $0Net Assets 2024: $8,128,6382024

Highlighted filing

2017

Assets$8,410,078
Liabilities$0
Net Assets$8,410,078

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $653,2242010Expenses 2011: $659,7672011Expenses 2012: $674,5772012Expenses 2013: $669,0252013Revenue 2014: $690,077Expenses 2014: $706,399Net Income 2014: -$16,3222014Revenue 2015: $597,793Expenses 2015: $535,408Net Income 2015: $62,3852015Revenue 2016: $663,189Expenses 2016: $599,424Net Income 2016: $63,7652016Revenue 2017: $448,317Expenses 2017: $586,878Net Income 2017: -$138,5612017Revenue 2018: $370,171Expenses 2018: $540,572Net Income 2018: -$170,4012018Revenue 2019: $340,888Expenses 2019: $590,906Net Income 2019: -$250,0182019Revenue 2020: $383,840Expenses 2020: $549,110Net Income 2020: -$165,2702020Revenue 2021: $743,388Expenses 2021: $516,092Net Income 2021: $227,2962021Revenue 2022: $308,394Expenses 2022: $567,425Net Income 2022: -$259,0312022Revenue 2023: $540,452Expenses 2023: $599,240Net Income 2023: -$58,7882023Revenue 2024: $1,031,411Expenses 2024: $636,639Net Income 2024: $394,7722024

Highlighted filing

2017

Revenue$448,317
Expenses$586,878
Net Income-$138,561
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Oct 12, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERLON L MCKAYTreas/TrusteePT$12,500-$12,500
Alan L McKayTrusteePT$12,500-$12,500
William L LucasSec / TrusteePT$12,500-$12,500
debra l cathersTrusteePT$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Sam & Rie Bloomfield Foundation
EIN
95-6074613
Phone
9497528115
Address
1207 Hollydale Drive, Fullerton, CA 92831

Signing Officer

Name
Verlon L Mckay
Title
Trustee
Phone
9497528115
Signed
2018-10-12
Raw XML AppendixShowing 400 of 578 raw XML fields

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

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock Portfolio
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12merrill lynch l/t cap gains
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0421001
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0421001
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05254
IRS990PF/FMVAssetsEOYAmt09143633
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05424718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05954110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06687665
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0612364
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0605492
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0605492
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01500019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01550564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01550564
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05954
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05954
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08548639
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08410078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01001138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0293958
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0293958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08548639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08410078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09143633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08548639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08410078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08548639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08410078
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08698512
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0281397
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06294330
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130478
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02122785
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0428402
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08568034
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08698512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0mckay & carnahan inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0BOOKKEEPING/INVESTMENT/TAX/MEETINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01600 DOVE ST SUITE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt312500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VERLON L MCKAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alan L McKay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William L Lucas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3debra l cathers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treas/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec / Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02301 dupont dr 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12301 dupont dr 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 north main suite 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32301 dupont dr 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2wichita
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd267202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0506422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0510123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0515300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0441837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0583204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0529518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0577500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.061371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.064835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08568034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08396458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08940472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08995255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08918361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09540587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0502720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.295531
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0502720
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0502720
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0502720
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Verlon L McKay
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01207 Hollydale Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Fullerton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497528115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt423000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1EDUCATIONAL-ENGINEERING DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2SUPPORT OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3ARTS-EDUCATIONAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4SUPPORT OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5ARTS-ORCHESTRA EDUCATIONAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY HALL CARILLON FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1WICHITA STATE UNIV - CHAIR IN INNOVATIVE ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2WICHITA STATE UNIV - Bldg imp 210203
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3WICHITA STATE UNIV - conn serIES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4WICHITA STATE UNIV - ORGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5WICHITA SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0471 PRAIRIE CREEK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11845 Fairmount
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21845 Fairmount
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt31845 Fairmount
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt41845 Fairmount
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt5225 West douglas
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0KECHI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1WIchita
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2WIchita
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3WIchita

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$1.03$0.64$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.54$0.60$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.31$0.57$0.26
2021Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.74$0.52$0.23
2020Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.38$0.55$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.34$0.59$0.25
2018Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.37$0.54$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.45$0.59$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$0.66$0.60$0.06
2015Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.60$0.54$0.06
2014Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.69$0.71$0.02
2013Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.67
2012Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.67
2011Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.66
2010Detailed filing. Detailed filing data is available for this year.$9.11$0.01$9.11$0.65