Civic Intelligence

Shanta Foundation Inc.

990 • Fiscal year 2018 • EIN 20-4246752

Jan 01, 2018 to Dec 31, 2018 • Filed on May 29, 2019

PO Box 1603Durango, CO 81302

(970) 259-5120

Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.01x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$20,423

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$298,521

Up $26,937 (+9.9%) from 2017

Net Assets

Up

$289,627

Up $24,844 (+9.4%) from 2017

Liabilities

Up

$8,894

Up $2,093 (+31%) from 2017

Revenue

Up

$604,228

Up $103,108 (+21%) from 2017

Expenses

Up

$568,616

Up $143,569 (+34%) from 2017

Net Income

Down

$35,612

Down $40,461 (-53%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $122,867Liabilities 2011: $2,548Net Assets 2011: $120,3192011Assets 2012: $139,974Liabilities 2012: $26Net Assets 2012: $139,9482012Assets 2013: $204,005Liabilities 2013: $8,050Net Assets 2013: $195,9552013Assets 2014: $190,820Liabilities 2014: $5,162Net Assets 2014: $185,6582014Assets 2015: $250,024Liabilities 2015: $7,026Net Assets 2015: $242,9982015Assets 2016: $191,119Liabilities 2016: $2,409Net Assets 2016: $188,7102016Assets 2017: $271,584Liabilities 2017: $6,801Net Assets 2017: $264,7832017Assets 2018: $298,521Liabilities 2018: $8,894Net Assets 2018: $289,6272018Assets 2019: $312,817Liabilities 2019: $59,623Net Assets 2019: $253,1942019Assets 2020: $266,335Liabilities 2020: $92,407Net Assets 2020: $173,9282020Assets 2021: $450,919Liabilities 2021: $159,521Net Assets 2021: $291,3982021Assets 2022: $626,878Liabilities 2022: $10,854Net Assets 2022: $616,0242022Assets 2023: $788,868Liabilities 2023: $42,237Net Assets 2023: $746,6312023Assets 2024: $1,787,469Liabilities 2024: $103,388Net Assets 2024: $1,684,0812024Assets 2025: $1,963,937Liabilities 2025: $121,881Net Assets 2025: $1,842,0562025

Highlighted filing

2018

Assets$298,521
Liabilities$8,894
Net Assets$289,627

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $133,682Expenses 2011: $132,656Net Income 2011: $1,0262011Revenue 2012: $174,363Expenses 2012: $154,734Net Income 2012: $19,6292012Revenue 2013: $306,414Expenses 2013: $250,407Net Income 2013: $56,0072013Revenue 2014: $283,847Expenses 2014: $272,103Net Income 2014: $11,7442014Revenue 2015: $368,890Expenses 2015: $342,407Net Income 2015: $26,4832015Revenue 2016: $386,826Expenses 2016: $428,936Net Income 2016: -$42,1102016Revenue 2017: $501,120Expenses 2017: $425,047Net Income 2017: $76,0732017Revenue 2018: $604,228Expenses 2018: $568,616Net Income 2018: $35,6122018Revenue 2019: $577,542Expenses 2019: $557,922Net Income 2019: $19,6202019Revenue 2020: $206,296Expenses 2020: $283,570Net Income 2020: -$77,2742020Revenue 2021: $697,836Expenses 2021: $594,861Net Income 2021: $102,9752021Revenue 2022: $940,655Expenses 2022: $591,154Net Income 2022: $349,5012022Revenue 2023: $684,028Expenses 2023: $559,529Net Income 2023: $124,4992023Revenue 2024: $692,546Expenses 2024: $693,653Net Income 2024: -$1,1072024Revenue 2025: $1,272,456Expenses 2025: $1,060,412Net Income 2025: $212,0442025

Highlighted filing

2018

Revenue$604,228
Expenses$568,616
Net Income$35,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 29, 2019
Return Version
2018v3.1
Gross Receipts
$689,051
Mission and Program Overview

Mission

To partner with underserved rural villages in myanmar to develop healthy communities. Through a collaborative process, we empower local leadership to make effective, sustainable change focusing on education, quality health care, and economic opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$116,932$127,260▲ $10,328
Cash and Non-Interest-Bearing Accounts$80,313$66,003▼ $14,310
Accounts Receivable$39,613$32,200▼ $7,413
Land, Buildings, and Equipment, Net$6,307$4,994▼ $1,313
Savings and Temporary Cash Investments$7,490$2,892▼ $4,598
Prepaid Expenses and Deferred Charges$1,245$786▼ $459
Total Assets$271,584$298,521▲ $26,937
Other Assets Total$19,684$64,386▲ $44,702
Liabilities
Accounts Payable and Accrued Expenses$6,801$8,894▲ $2,093
Total Liabilities$6,801$8,894▲ $2,093
Net Assets / Fund Balance
Unrestricted Net Assets$201,635$225,734▲ $24,099
Temporarily Rstr Net Assets$63,148$63,893▲ $745
Total Net Assets Fund Balance$264,783$289,627▲ $24,844
Total Liabilities and Net Assets / Fund Balance$271,584$298,521▲ $26,937

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,816$4,602$6,418
Other Land Buildings$3,178$967$4,145
Other Assets Org$675--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laurie MeiningerExecutive DiPT$20,423$20,423

Board Members and Trustees

NameTitle
Anna PoolPresident
Arlen WeinerDirector
Patricia KarpfenDirector
Todd StarrDirector
Zachary RayDirector
David PetersSecretary
Katherine SintonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$517,125
Program Service Revenue
$0
Investment Income
$8,564
Other Revenue
$78,539
All Other Contributions
$517,125
Change in Net Assets
$35,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$266,357
Grants and Similar Amounts Paid$229,721
Total Fundraising Expense$106,855
Other Expenses$72,538
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$229,721--$229,721
Other Salaries and Wages$50,862$23,626$64,136$138,624
Comp Disqual Persons$67,594$8,449$8,449$84,492
Travel$15,222-$10,602$25,824
Office Expenses$1,760$8,067$11,582$21,409
Current Officers, Directors, Trustees, and Key Employees$16,338$2,042$2,042$20,422
Payroll Taxes$10,967$2,766$6,081$19,814
Occupancy$4,574$1,158$2,532$8,264
Fees for Services Accounting-$7,866-$7,866
Other Employee Benefits$2,499$506-$3,005
Depreciation Depletion$323$82$908$1,313
Information Technology-$1,074-$1,074
Insurance-$928-$928
Fees for Services Other$20-$523$543
Other Expenses-$317-$317
Total Functional Expenses$399,880$61,881$106,855$568,616
International Activity

International Summary

Offices
1
Employees
1
Spending
$229,721

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram Services-11$229,721
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,539
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$78,539$78,539-$78,539
Total Events$78,539$78,539-$78,539
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Patricia karpfen michael karpfen director exec direct married arlen weiner michael karpen director exec direct neice/uncle

Form 990, Page 6, Part VI, Line 11B

All board members are given copies of the draft form 990 and accompanying schedules to review. They are encouraged to ask questions. The draft form 990 is discussed and approved in a board meeting prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Board members review and certify understanding and compliance by signing the conflict of interest policy when they join the board. Annually, the policy is reviewed at a board meeting and the board members are required to initial and recertify that they are in compliance. Additionally, if and when such a conflict arises, the member must report the conflict to the board president within five days. The president consults the board to determine if any action is needed to minimize the conflict. During this time, the member's authority and participation are determined by the board through open discussion, until a decision is made regarding the conflict.

Form 990, Page 6, Part VI, Line 15A

Compensation of the executive director is discussed, at least twice per year, during board meetings. Data considered when determining compensation includes job description, qualifications of staff member, comparable salaries in the region, and cost of living.

Form 990, Page 6, Part VI, Line 19

The shanta foundation offers to receive requests via telephone, mail or electronic mail for copies of its form 990, governing documents, conflict of interest policy, document retention policy, and summary financial statements. Such requests are honored with either paper or electronic read-only copies.

Filing and Contact Details

Filer

Filer Name
Shanta Foundation Inc
EIN
20-4246752
Phone
9702595120
Address
PO BOX 1603, DURANGO, CO 81302

Signing Officer

Name
Katherine Sinton
Title
Treasurer
Phone
9702595120
Signed
2019-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna Pool
Formed
2006
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
25

Preparer

Firm
May Jackson Hendrick LLC
Address
18801 E MAINSTREET STE 240, PARKER, CO 80134-3445
Preparer
Lori K Hendrick
Phone
3038414220
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To partner with underserved rural villages in myanmar to develop healthy communities. Through a collaborative process, we empower local leadership to make effective, sustainable change focusing on education, quality health care, and economic opportunities.

Form 990, Page 2, Part III, Line 4A

Important note: all of these accomplishments and goals are done in collaboration with our myanmar-based partner organization, muditar. Muditar and shanta leaders in turn partner with villagers to fund and accomplish projects that villagers identify as priority needs to improve and sustain quality of life. Education & village leadership 2018 accomplishments: - established middle and high school scholarship funds in two villages - supported 42 students to attend boarding school - held english summer classes in four villages - established school libraries in five villages reaching 486 students - provided school supplies to a primary school - provided leadership development and project trainings in 18 villages 2019 goals: - establish middle and high school scholarship funds in at lease two villages - support 42 students to attend special boarding school - hold english language summer school in six villages - establish school libraries in five villages - hold nutrition activities in three village preschools - assist teachers from four preschools to attend refresher education training - build two preschools - construct teacher's housing in four villages

Form 990, Page 2, Part III, Line 4B

Capacity building and operations 2018 accomplishments: - conducted programming in 18 partner villages - two villages graduated from six-year partnership program - hired and trained a regional manager and livelihood program officer to establish an office and programming in the new region of pauk - hired a new executive director based in durango, co - through fundraising efforts had a 24% income growth from 2017 - continued working closely with myanmar managers to manage financial controls, program procedures, and operations in myanmar 2019 goals: - conduct programming in 20 villages in two regions of myanmar - establish an office in yangon, networking with government, international development agencies and local nongovernmental organizations - staff attend trainings and conferences to support organization's development - hire a monitoring and evaluation officer - support the growth of new region, pauk, through cross-training and site visitsl

Form 990, Page 2, Part III, Line 4D

Livelihood (formerly known as economic development) 2018 accomplishments: - assisted 180 families in establishing their own pig farm - provided 56 families with seedlings to start their own coffee farms - established community loan funds in four new villages, offering low- interest loans to an estimated 353 new households - helped 16 women in two villages established home gardens 2019 goals: - establish four new community banks - establish new pig farms in 14 villages - establish coffee plant nurseries with 20 farmers - establish women saving groups in four villages - establish a new livelihood program for two new villages - teach 40 women in four villages how to establish home gardens health 2018 accomplishments: - conducted the safe motherhood program in six villages reaching 537 women - provided subsidized contraception to 501 women - distributed vitamin supplements to 372 children - distributed prenatal vitamins to 95 pregnant women - held yearly dental clinic for 1,313 children in 16 villages - 27 women participated in self-help groups 2019 goals: - supervise 8 village nurse midwives, hold workshops for continued learning - conduct safe motherhood program in two villages - provide subsidized contraception to approximately 240 women - hold yearly dental clinic for 18 villages - distribute prenatal vitamins to pregnant women in 14 villages

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IRS990/Desc0IMPORTANT NOTE: ALL OF THESE ACCOMPLISHMENTS AND GOALS ARE DONE IN COLLABORATION WITH OUR MYANMAR-BASED PARTNER ORGANIZATION, MUDITAR. MUDITAR AND SHANTA LEADERS IN TURN PARTNER WITH VILLAGERS TO FUND AND ACCOMPLISH PROJECTS THAT VILLAGERS IDENTIFY AS PRIORITY NEEDS TO IMPROVE AND SUSTAIN QUALITY OF LIFE. EDUCATION & VILLAGE LEADERSHIP 2018 ACCOMPLISHMENTS: - ESTABLISHED MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN TWO VILLAGES - SUPPORTED 42 STUDENTS TO ATTEND BOARDING SCHOOL - HELD ENGLISH SUMMER CLASSES IN FOUR VILLAGES - ESTABLISHED SCHOOL LIBRARIES IN FIVE VILLAGES REACHING 486 STUDENTS - PROVIDED SCHOOL SUPPLIES TO A PRIMARY SCHOOL - PROVIDED LEADERSHIP DEVELOPMENT AND PROJECT TRAININGS IN 18 VILLAGES 2019 GOALS: - ESTABLISH MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN AT LEASE TWO VILLAGES - SUPPORT 42 STUDENTS TO ATTEND SPECIAL BOARDING SCHOOL - HOLD ENGLISH LANGUAGE SUMMER SCHOOL IN SIX VILLAGES - ESTABLISH SCHOOL LIBRARIES IN FIVE VILLAGES - HOLD NUTRITION ACTIVITIES IN THREE VILLAGE PRESCHOOLS - ASSIST TEACHERS FROM FOUR PRESCHOOLS TO ATTEND REFRESHER EDUCATION TRAINING - BUILD TWO PRESCHOOLS - CONSTRUCT TEACHER'S HOUSING IN FOUR VILLAGES
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IRS990/MissionDesc0TO PARTNER WITH UNDERSERVED RURAL VILLAGES IN MYANMAR TO DEVELOP HEALTHY COMMUNITIES. THROUGH A COLLABORATIVE PROCESS, WE EMPOWER LOCAL LEADERSHIP TO MAKE EFFECTIVE, SUSTAINABLE CHANGE FOCUSING ON EDUCATION, QUALITY HEALTH CARE, AND ECONOMIC OPPORTUNITIES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CAPACITY BUILDING AND OPERATIONS 2018 ACCOMPLISHMENTS: - CONDUCTED PROGRAMMING IN 18 PARTNER VILLAGES - TWO VILLAGES GRADUATED FROM SIX-YEAR PARTNERSHIP PROGRAM - HIRED AND TRAINED A REGIONAL MANAGER AND LIVELIHOOD PROGRAM OFFICER TO ESTABLISH AN OFFICE AND PROGRAMMING IN THE NEW REGION OF PAUK - HIRED A NEW EXECUTIVE DIRECTOR BASED IN DURANGO, CO - THROUGH FUNDRAISING EFFORTS HAD A 24% INCOME GROWTH FROM 2017 - CONTINUED WORKING CLOSELY WITH MYANMAR MANAGERS TO MANAGE FINANCIAL CONTROLS, PROGRAM PROCEDURES, AND OPERATIONS IN MYANMAR 2019 GOALS: - CONDUCT PROGRAMMING IN 20 VILLAGES IN TWO REGIONS OF MYANMAR - ESTABLISH AN OFFICE IN YANGON, NETWORKING WITH GOVERNMENT, INTERNATIONAL DEVELOPMENT AGENCIES AND LOCAL NONGOVERNMENTAL ORGANIZATIONS - STAFF ATTEND TRAININGS AND CONFERENCES TO SUPPORT ORGANIZATION'S DEVELOPMENT - HIRE A MONITORING AND EVALUATION OFFICER - SUPPORT THE GROWTH OF NEW REGION, PAUK, THROUGH CROSS-TRAINING AND SITE VISITSL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt087326
IRS990/ProgSrvcAccomActy2Grp/GrantAmt052050
IRS990/ProgSrvcAccomActy3Grp/Desc0INFRASTRUCTURE 2018 ACCOMPLISHMENTS: - BUILT CLEAN-WATER SYSTEMS IN TWO VILLAGES - BUILT BRIDGES IN TWO VILLAGES GIVING 614 INDIVIDUALS BETTER ACCESS TO ROADS, MARKETS, AND SCHOOLS - DISTRIBUTED SOLAR PANELS TO 73 HOUSEHOLDS - CONSTRUCTED A THREE-MILE ROAD TO GIVE VILLAGE ACCESS TO MARKETS 2019 GOALS: - CONSTRUCT THREE CLEAN WATER-SYSTEMS - REPAIR TWO-MILE SECTION OF MOONSOON-DAMAGED ROAD RESTORING VILLAGER'S ACCESS TO HEALTH CARE AND MARKETS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt075556
IRS990/ProgSrvcAccomActy3Grp/GrantAmt043969
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LIVELIHOOD (FORMERLY KNOWN AS ECONOMIC DEVELOPMENT) 2018 ACCOMPLISHMENTS: - ASSISTED 180 FAMILIES IN ESTABLISHING THEIR OWN PIG FARM - PROVIDED 56 FAMILIES WITH SEEDLINGS TO START THEIR OWN COFFEE FARMS - ESTABLISHED COMMUNITY LOAN FUNDS IN FOUR NEW VILLAGES, OFFERING LOW- INTEREST LOANS TO AN ESTIMATED 353 NEW HOUSEHOLDS - HELPED 16 WOMEN IN TWO VILLAGES ESTABLISHED HOME GARDENS 2019 GOALS: - ESTABLISH FOUR NEW COMMUNITY BANKS - ESTABLISH NEW PIG FARMS IN 14 VILLAGES - ESTABLISH COFFEE PLANT NURSERIES WITH 20 FARMERS - ESTABLISH WOMEN SAVING GROUPS IN FOUR VILLAGES - ESTABLISH A NEW LIVELIHOOD PROGRAM FOR TWO NEW VILLAGES - TEACH 40 WOMEN IN FOUR VILLAGES HOW TO ESTABLISH HOME GARDENS HEALTH 2018 ACCOMPLISHMENTS: - CONDUCTED THE SAFE MOTHERHOOD PROGRAM IN SIX VILLAGES REACHING 537 WOMEN - PROVIDED SUBSIDIZED CONTRACEPTION TO 501 WOMEN - DISTRIBUTED VITAMIN SUPPLEMENTS TO 372 CHILDREN - DISTRIBUTED PRENATAL VITAMINS TO 95 PREGNANT WOMEN - HELD YEARLY DENTAL CLINIC FOR 1,313 CHILDREN IN 16 VILLAGES - 27 WOMEN PARTICIPATED IN SELF-HELP GROUPS 2019 GOALS: - SUPERVISE 8 VILLAGE NURSE MIDWIVES, HOLD WORKSHOPS FOR CONTINUED LEARNING - CONDUCT SAFE MOTHERHOOD PROGRAM IN TWO VILLAGES - PROVIDE SUBSIDIZED CONTRACEPTION TO APPROXIMATELY 240 WOMEN - HOLD YEARLY DENTAL CLINIC FOR 18 VILLAGES - DISTRIBUTE PRENATAL VITAMINS TO PREGNANT WOMEN IN 14 VILLAGES
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ADVANCES TO MUDITAR
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSIT
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0EDUC & LEADERSHIP
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1INFRASTRUCTURE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2HLTH & LIVELIHOOD
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3CAP BLDG & OPERATION
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IRS990ScheduleF/SubtotalOfficesCnt01
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IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0SHANTA FOUNDATION KEEPS RECORDS ON ALL PROGRAM EXPENSES INCURRED. THE ORGANIZATION CONTINUALLY MONITORS ACTIVITIES BY PERFORMING ON-SITE VISITS AND CONFERENCE CALLS.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1EAST ASIA AND THE PACIFIC 229,721 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 1, PART I, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078539
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PARTNER WITH UNDERSERVED RURAL VILLAGES IN MYANMAR TO DEVELOP HEALTHY COMMUNITIES. THROUGH A COLLABORATIVE PROCESS, WE EMPOWER LOCAL LEADERSHIP TO MAKE EFFECTIVE, SUSTAINABLE CHANGE FOCUSING ON EDUCATION, QUALITY HEALTH CARE, AND ECONOMIC OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IMPORTANT NOTE: ALL OF THESE ACCOMPLISHMENTS AND GOALS ARE DONE IN COLLABORATION WITH OUR MYANMAR-BASED PARTNER ORGANIZATION, MUDITAR. MUDITAR AND SHANTA LEADERS IN TURN PARTNER WITH VILLAGERS TO FUND AND ACCOMPLISH PROJECTS THAT VILLAGERS IDENTIFY AS PRIORITY NEEDS TO IMPROVE AND SUSTAIN QUALITY OF LIFE. EDUCATION & VILLAGE LEADERSHIP 2018 ACCOMPLISHMENTS: - ESTABLISHED MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN TWO VILLAGES - SUPPORTED 42 STUDENTS TO ATTEND BOARDING SCHOOL - HELD ENGLISH SUMMER CLASSES IN FOUR VILLAGES - ESTABLISHED SCHOOL LIBRARIES IN FIVE VILLAGES REACHING 486 STUDENTS - PROVIDED SCHOOL SUPPLIES TO A PRIMARY SCHOOL - PROVIDED LEADERSHIP DEVELOPMENT AND PROJECT TRAININGS IN 18 VILLAGES 2019 GOALS: - ESTABLISH MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN AT LEASE TWO VILLAGES - SUPPORT 42 STUDENTS TO ATTEND SPECIAL BOARDING SCHOOL - HOLD ENGLISH LANGUAGE SUMMER SCHOOL IN SIX VILLAGES - ESTABLISH SCHOOL LIBRARIES IN FIVE VILLAGES - HOLD NUTRITION ACTIVITIES IN THREE VILLAGE PRESCHOOLS - ASSIST TEACHERS FROM FOUR PRESCHOOLS TO ATTEND REFRESHER EDUCATION TRAINING - BUILD TWO PRESCHOOLS - CONSTRUCT TEACHER'S HOUSING IN FOUR VILLAGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAPACITY BUILDING AND OPERATIONS 2018 ACCOMPLISHMENTS: - CONDUCTED PROGRAMMING IN 18 PARTNER VILLAGES - TWO VILLAGES GRADUATED FROM SIX-YEAR PARTNERSHIP PROGRAM - HIRED AND TRAINED A REGIONAL MANAGER AND LIVELIHOOD PROGRAM OFFICER TO ESTABLISH AN OFFICE AND PROGRAMMING IN THE NEW REGION OF PAUK - HIRED A NEW EXECUTIVE DIRECTOR BASED IN DURANGO, CO - THROUGH FUNDRAISING EFFORTS HAD A 24% INCOME GROWTH FROM 2017 - CONTINUED WORKING CLOSELY WITH MYANMAR MANAGERS TO MANAGE FINANCIAL CONTROLS, PROGRAM PROCEDURES, AND OPERATIONS IN MYANMAR 2019 GOALS: - CONDUCT PROGRAMMING IN 20 VILLAGES IN TWO REGIONS OF MYANMAR - ESTABLISH AN OFFICE IN YANGON, NETWORKING WITH GOVERNMENT, INTERNATIONAL DEVELOPMENT AGENCIES AND LOCAL NONGOVERNMENTAL ORGANIZATIONS - STAFF ATTEND TRAININGS AND CONFERENCES TO SUPPORT ORGANIZATION'S DEVELOPMENT - HIRE A MONITORING AND EVALUATION OFFICER - SUPPORT THE GROWTH OF NEW REGION, PAUK, THROUGH CROSS-TRAINING AND SITE VISITSL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIVELIHOOD (FORMERLY KNOWN AS ECONOMIC DEVELOPMENT) 2018 ACCOMPLISHMENTS: - ASSISTED 180 FAMILIES IN ESTABLISHING THEIR OWN PIG FARM - PROVIDED 56 FAMILIES WITH SEEDLINGS TO START THEIR OWN COFFEE FARMS - ESTABLISHED COMMUNITY LOAN FUNDS IN FOUR NEW VILLAGES, OFFERING LOW- INTEREST LOANS TO AN ESTIMATED 353 NEW HOUSEHOLDS - HELPED 16 WOMEN IN TWO VILLAGES ESTABLISHED HOME GARDENS 2019 GOALS: - ESTABLISH FOUR NEW COMMUNITY BANKS - ESTABLISH NEW PIG FARMS IN 14 VILLAGES - ESTABLISH COFFEE PLANT NURSERIES WITH 20 FARMERS - ESTABLISH WOMEN SAVING GROUPS IN FOUR VILLAGES - ESTABLISH A NEW LIVELIHOOD PROGRAM FOR TWO NEW VILLAGES - TEACH 40 WOMEN IN FOUR VILLAGES HOW TO ESTABLISH HOME GARDENS HEALTH 2018 ACCOMPLISHMENTS: - CONDUCTED THE SAFE MOTHERHOOD PROGRAM IN SIX VILLAGES REACHING 537 WOMEN - PROVIDED SUBSIDIZED CONTRACEPTION TO 501 WOMEN - DISTRIBUTED VITAMIN SUPPLEMENTS TO 372 CHILDREN - DISTRIBUTED PRENATAL VITAMINS TO 95 PREGNANT WOMEN - HELD YEARLY DENTAL CLINIC FOR 1,313 CHILDREN IN 16 VILLAGES - 27 WOMEN PARTICIPATED IN SELF-HELP GROUPS 2019 GOALS: - SUPERVISE 8 VILLAGE NURSE MIDWIVES, HOLD WORKSHOPS FOR CONTINUED LEARNING - CONDUCT SAFE MOTHERHOOD PROGRAM IN TWO VILLAGES - PROVIDE SUBSIDIZED CONTRACEPTION TO APPROXIMATELY 240 WOMEN - HOLD YEARLY DENTAL CLINIC FOR 18 VILLAGES - DISTRIBUTE PRENATAL VITAMINS TO PREGNANT WOMEN IN 14 VILLAGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PATRICIA KARPFEN MICHAEL KARPFEN DIRECTOR EXEC DIRECT MARRIED ARLEN WEINER MICHAEL KARPEN DIRECTOR EXEC DIRECT NEICE/UNCLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL BOARD MEMBERS ARE GIVEN COPIES OF THE DRAFT FORM 990 AND ACCOMPANYING SCHEDULES TO REVIEW. THEY ARE ENCOURAGED TO ASK QUESTIONS. THE DRAFT FORM 990 IS DISCUSSED AND APPROVED IN A BOARD MEETING PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD MEMBERS REVIEW AND CERTIFY UNDERSTANDING AND COMPLIANCE BY SIGNING THE CONFLICT OF INTEREST POLICY WHEN THEY JOIN THE BOARD. ANNUALLY, THE POLICY IS REVIEWED AT A BOARD MEETING AND THE BOARD MEMBERS ARE REQUIRED TO INITIAL AND RECERTIFY THAT THEY ARE IN COMPLIANCE. ADDITIONALLY, IF AND WHEN SUCH A CONFLICT ARISES, THE MEMBER MUST REPORT THE CONFLICT TO THE BOARD PRESIDENT WITHIN FIVE DAYS. THE PRESIDENT CONSULTS THE BOARD TO DETERMINE IF ANY ACTION IS NEEDED TO MINIMIZE THE CONFLICT. DURING THIS TIME, THE MEMBER'S AUTHORITY AND PARTICIPATION ARE DETERMINED BY THE BOARD THROUGH OPEN DISCUSSION, UNTIL A DECISION IS MADE REGARDING THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED, AT LEAST TWICE PER YEAR, DURING BOARD MEETINGS. DATA CONSIDERED WHEN DETERMINING COMPENSATION INCLUDES JOB DESCRIPTION, QUALIFICATIONS OF STAFF MEMBER, COMPARABLE SALARIES IN THE REGION, AND COST OF LIVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE SHANTA FOUNDATION OFFERS TO RECEIVE REQUESTS VIA TELEPHONE, MAIL OR ELECTRONIC MAIL FOR COPIES OF ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION POLICY, AND SUMMARY FINANCIAL STATEMENTS. SUCH REQUESTS ARE HONORED WITH EITHER PAPER OR ELECTRONIC READ-ONLY COPIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHANTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MUDITAR FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0C/O SHANTA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HELP IMPOV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1603
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DURANGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd081302
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R, PART II, LINE 1, COLUMN A: MUDITAR FOUNDATION, INC. TOWN OF NYAUNG SHWE SHAN STATE REGION MYANMAR SCHEDULE R, PART II, LINE 1, COLUMN B: PRIMARY ACTIVITY: HELP IMPOVERISHED VILLAGES IN MYANMAR SCHEDULE R, PART II, LINE 1, COLUMN C: MYANMAR
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0229721
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MUDITAR FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0NYAUNG SHWE SHAN MYANMAR
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.12$1.84$1.27$1.06$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.10$1.68$0.69$0.69$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.04$0.75$0.68$0.56$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.94$0.59$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.16$0.29$0.70$0.59$0.10
2020Summary only. Only limited summary data is available for this year.$0.27$0.09$0.17$0.21$0.28$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$0.58$0.56$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.60$0.57$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.50$0.43$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.39$0.43$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.37$0.34$0.03
2014Summary only. Only limited summary data is available for this year.$0.19$0.01$0.19$0.28$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$0.31$0.25$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.17$0.15$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.13$0.13$0.00