SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC (EIN 35-6042497)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201713179349300111
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T07:59:49-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203708395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSIGHT ACCOUNTING GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1832 W LINCOLN AVE | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465265918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356042497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP FOUNDATION OF ST JOSEP | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5742590522 | PhoneNum |
| Signature | 2017-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA ELLIOTT | PreparerPersonNm |
| PTIN | P00234702 | PTIN |
| Phone | 5745344040 | PhoneNum |
| Preparation | 2017-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 9954C644C6ABBAD4A0F7965D11F050AC36C618A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AE7A7985622D0299A6D121F26C0752C747F2B2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNNE WRIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,178,218 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOLARSHIPFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | COLLEGE SCHOLARSHIPS & MENTORING | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $238,918 | PYContributionsGrantsAmt |
| CY Contributions Grants | $287,846 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $218,414 | PYInvestmentIncomeAmt |
| CY Investment Income | $212,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,507 | PYOtherRevenueAmt |
| CY Other Revenue | $44,053 | CYOtherRevenueAmt |
| PY Total Revenue | $489,839 | PYTotalRevenueAmt |
| CY Total Revenue | $544,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $208,550 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $229,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $106,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,122 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,065 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,712 | PYOtherExpensesAmt |
| CY Other Expenses | $63,896 | CYOtherExpensesAmt |
| PY Total Expenses | $382,995 | PYTotalExpensesAmt |
| CY Total Expenses | $399,018 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $106,844 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $145,600 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,600,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,226,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,594,546 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,219,881 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SCHOLARSHIPS TO FOUR YEARS INSTITUTIONS FOR STUDENTS FROM ST JOSEPH COUNTY INDIANA | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $255,843 | ExpenseAmt |
| Grant | $229,000 | GrantAmt |
| Desc | SCHOLARSHIPS AWARDED TO COLLEGE STUDENTS FOR SCHOOL | Desc |
| Total Program Service Expenses | $255,843 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY CRAWFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| TOM LELAND | |||||
| TRUSTEE/DIRE | Yes (X) | $0 | $0 | $0 | |
| LYNNE WRIGHT | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM BATALIS | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN YARGER | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAT SLOAN | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS LAUBER | |||||
| TREASURER | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOB ROUNTREE | |||||
| ASSISTANT TR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA EVANS | |||||
| AWARDS | Yes (X) | $0 | $0 | $0 | |
| PAULA MILLER | |||||
| ASSISTANT SE | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAROL EVANS | |||||
| MEMBER AT LA | Yes (X) | $0 | $0 | $0 | |
| DAVID DUNLAP | |||||
| COLLEGE FAIR | Yes (X) | $0 | $0 | $0 | |
| JACK GORDON | |||||
| PRESIDENT - | Yes (X) | $0 | $0 | $0 | |
| MARY NUCCIARONE | |||||
| LONG RANGE P | Yes (X) | $0 | $0 | $0 | |
| JANET B HALL | |||||
| HISTORIAN | Yes (X) | $0 | $0 | $0 | |
| JOYCE KUEHL | |||||
| HOLIDAY LUNC | Yes (X) | $0 | $0 | $0 | |
| BARBARA MAY | |||||
| MAILINGS | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $287,846 | AllOtherContributionsAmt |
| Total Contributions | $287,846 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,693 | TotalRevenueColumnAmt |
| Exclusion | $95,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,737,024 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,619,998 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $117,026 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,026 | TotalRevenueColumnAmt |
| Exclusion | $117,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,655 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,602 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,053 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,618 | TotalRevenueColumnAmt |
| Exclusion | $212,719 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,000 | TotalAmt |
| Program Services | $229,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,312 | TotalAmt |
| Management And General | $98,312 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,810 | TotalAmt |
| Management And General | $7,810 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,219 | TotalAmt |
| Management And General | $4,219 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,903 | TotalAmt |
| Management And General | $2,838 | ManagementAndGeneralAmt |
| Fundraising | $4,065 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,673 | TotalAmt |
| Management And General | $6,673 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,436 | TotalAmt |
| Management And General | $16,436 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415 | TotalAmt |
| Management And General | $1,415 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,407 | TotalAmt |
| Management And General | $1,407 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TRUSTEE FEES | $23,644 | $23,644 |
| NEW STUDENT WELCOME | $1,304 | $1,304 |
| OFFICE EQUIPMENT | $792 | $792 |
| COMPUTER SUPPLIES | $413 | $413 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690 | TotalAmt |
| Program Services | $690 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,018 | TotalAmt |
| Program Services | $255,843 | ProgramServicesAmt |
| Management And General | $139,110 | ManagementAndGeneralAmt |
| Fundraising | $4,065 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470 | BOYAmt |
| EOY | $801 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324 | BOYAmt |
| EOY | $2,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,819 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299 | BOYAmt |
| EOY | $4,846 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,596,147 | BOYAmt |
| EOY | $6,218,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600,240 | BOYAmt |
| EOY | $6,226,101 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,694 | BOYAmt |
| EOY | $6,220 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,694 | BOYAmt |
| EOY | $6,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,509,464 | BOYAmt |
| EOY | $6,146,049 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,082 | BOYAmt |
| EOY | $73,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,594,546 | BOYAmt |
| EOY | $6,219,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600,240 | BOYAmt |
| EOY | $6,226,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $145,600 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $479,739 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $253,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $287,846 | CurrentTaxYearAmt |
| Total | $1,127,538 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $253,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $287,846 | CurrentTaxYearAmt |
| Total | $1,127,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $188,578 | SubstantialContributorsTotAmt |
| Public Support Total170 | $938,960 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,693 | CurrentTaxYearAmt |
| Total | $718,403 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$3,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,503 | CurrentTaxYearAmt |
| Total | $75,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,921,191 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $57,655 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 75,250 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,596,147 | BeginningYearBalanceAmt |
| Contributions | $287,846 | ContributionsAmt |
| Investment Earnings Or Losses | $692,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $105,718 | OtherExpendituresAmt |
| Administrative Expenses | $23,644 | AdministrativeExpensesAmt |
| End Year Balance | $6,218,088 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,729,310 | BeginningYearBalanceAmt |
| Contributions | $238,918 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,550 | GrantsOrScholarshipsAmt |
| Other Expenditures | $117,189 | OtherExpendituresAmt |
| Administrative Expenses | $22,822 | AdministrativeExpensesAmt |
| End Year Balance | $5,596,147 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,675,046 | BeginningYearBalanceAmt |
| Contributions | $253,694 | ContributionsAmt |
| Investment Earnings Or Losses | $174,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $209,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $141,372 | OtherExpendituresAmt |
| Administrative Expenses | $23,489 | AdministrativeExpensesAmt |
| End Year Balance | $5,729,310 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,961,604 | BeginningYearBalanceAmt |
| Contributions | $235,983 | ContributionsAmt |
| Investment Earnings Or Losses | $847,303 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $143,191 | OtherExpendituresAmt |
| Administrative Expenses | $21,153 | AdministrativeExpensesAmt |
| End Year Balance | $5,675,046 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,529,835 | BeginningYearBalanceAmt |
| Contributions | $111,003 | ContributionsAmt |
| Investment Earnings Or Losses | $698,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $173,787 | OtherExpendituresAmt |
| Administrative Expenses | $18,636 | AdministrativeExpensesAmt |
| End Year Balance | $4,961,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98700 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.01300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,819 | DepreciationAmt |
| Book Value | $4,846 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,846 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT | Desc |
| Book Value | $6,218,088 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,218,088 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE USED TO PROVIDE COLLEGE SCHOLARSHIPS AND MENTORING STUDENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COLLEGE FAIR, E | Event1Nm |
| Gross Receipts Event1 | $57,655 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $57,655 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,602 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $57,655 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $57,655 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,602 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,602 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $44,053 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 113 | RecipientCnt |
| Cash Grant | $229,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | WE FOLLOW UP WITH SUBSEQUENT GRADES WITH SCHOLARSHIPS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM IS REVIEWED BY A BOARD MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | FORM IS REVIEWED AND SIGNED ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ARE AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | ROUNDING -4 |