Civic Intelligence

Association of Eleemosynary Initiatives Inc

990 • Fiscal year 2023 • EIN 20-4286082

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

44921 George Washington Blvd 230Ashburn, VA 20147

(571) 620-3000

Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.03x

Higher debt load relative to revenue than 7% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$229,547

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

28th percentile

0.6%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

113%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$184,418,980

Flat from 2023

Net Assets

Flat

$183,485,700

Flat from 2023

Liabilities

Flat

$933,280

Flat from 2023

Revenue

Flat

$30,216,663

Flat from 2023

Expenses

Flat

$21,004,377

Flat from 2023

Net Income

Flat

$9,212,286

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $30,862Liabilities 2010: $0Net Assets 2010: $30,8622010Assets 2011: $12,054,192Liabilities 2011: $27,931Net Assets 2011: $12,026,2612011Assets 2012: $24,026,766Liabilities 2012: $100,698Net Assets 2012: $23,926,0682012Assets 2013: $31,735,613Liabilities 2013: $129,442Net Assets 2013: $31,606,1712013Assets 2014: $42,606,572Liabilities 2014: $369,453Net Assets 2014: $42,237,1192014Assets 2015: $55,652,699Liabilities 2015: $182,914Net Assets 2015: $55,469,7852015Assets 2016: $78,117,953Liabilities 2016: $86,035Net Assets 2016: $78,031,9182016Assets 2017: $99,230,419Liabilities 2017: $154,715Net Assets 2017: $99,075,7042017Assets 2018: $165,951,787Liabilities 2018: $152,132Net Assets 2018: $165,799,6552018Assets 2019: $188,262,446Liabilities 2019: $148,670Net Assets 2019: $188,113,7762019Assets 2020: $198,547,791Liabilities 2020: $348,582Net Assets 2020: $198,199,2092020Assets 2021: $209,799,923Liabilities 2021: $265,357Net Assets 2021: $209,534,5662021Assets 2022: $183,385,890Liabilities 2022: $655,689Net Assets 2022: $182,730,2012022Assets 2023: $184,418,980Liabilities 2023: $933,280Net Assets 2023: $183,485,7002023Assets 2023: $184,418,980Liabilities 2023: $933,280Net Assets 2023: $183,485,7002023Assets 2024: $186,837,966Liabilities 2024: $500,863Net Assets 2024: $186,337,1032024

Highlighted filing

2023

Assets$184,418,980
Liabilities$933,280
Net Assets$183,485,700

Operations Trend

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

$100M$50M$0-$50MRevenue 2010: $39,830Expenses 2010: $8,968Net Income 2010: $30,8622010Expenses 2011: $5,323,2842011Expenses 2012: $4,730,3102012Revenue 2013: $12,711,465Expenses 2013: $5,697,578Net Income 2013: $7,013,8872013Revenue 2014: $15,978,155Expenses 2014: $5,453,965Net Income 2014: $10,524,1902014Revenue 2015: $19,460,976Expenses 2015: $5,667,063Net Income 2015: $13,793,9132015Revenue 2016: $29,077,089Expenses 2016: $6,454,023Net Income 2016: $22,623,0662016Revenue 2017: $26,868,581Expenses 2017: $6,766,941Net Income 2017: $20,101,6402017Revenue 2018: $77,449,353Expenses 2018: $7,339,066Net Income 2018: $70,110,2872018Revenue 2019: $31,341,876Expenses 2019: $14,211,237Net Income 2019: $17,130,6392019Revenue 2020: $15,667,637Expenses 2020: $6,704,474Net Income 2020: $8,963,1632020Revenue 2021: $22,185,205Expenses 2021: $11,053,022Net Income 2021: $11,132,1832021Revenue 2022: $14,167,826Expenses 2022: $42,479,240Net Income 2022: -$28,311,4142022Revenue 2023: $30,216,663Expenses 2023: $21,004,377Net Income 2023: $9,212,2862023Revenue 2023: $30,216,663Expenses 2023: $21,004,377Net Income 2023: $9,212,2862023Revenue 2024: $19,695,149Expenses 2024: $16,067,572Net Income 2024: $3,627,5772024

Highlighted filing

2023

Revenue$30,216,663
Expenses$21,004,377
Net Income$9,212,286
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$41,805,028
Mission and Program Overview

Mission

To make philanthropy accessible by

Administer donor-advised funds and fiscally sponsored programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$148,729,885$143,234,879▼ $5,495,006
Investments in Publicly Traded Securities$27,523,202$33,242,696▲ $5,719,494
Cash and Non-Interest-Bearing Accounts$2,002,558$2,000,193▼ $2,365
Prepaid Expenses and Deferred Charges$76,163$119,088▲ $42,925
Pledges and Grants Receivable$269,291$29,961▼ $239,330
Accounts Receivable$17,488$21,688▲ $4,200
Land, Buildings, and Equipment, Net$3,910$1,955▼ $1,955
Total Assets$183,385,890$184,418,980▲ $1,033,090
Other Assets Total$4,763,393$5,768,520▲ $1,005,127
Liabilities
Accounts Payable and Accrued Expenses$356,517$629,550▲ $273,033
Other Liabilities$299,172$280,196▼ $18,976
Deferred Revenue-$23,534-
Total Liabilities$655,689$933,280▲ $277,591
Net Assets / Fund Balance
Net Assets With Donor Restrictions$172,237,276$170,224,287▼ $2,012,989
Net Assets Without Donor Restrictions$10,492,925$13,261,413▲ $2,768,488
Total Net Assets Fund Balance$182,730,201$183,485,700▲ $755,499
Total Liabilities and Net Assets / Fund Balance$183,385,890$184,418,980▲ $1,033,090

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,955$29,577$31,532
Closely Held Equity Interests$143,234,879--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia HealeyCEO, Secretary of BoardFT$194,996$34,551$229,547
Hannibal NaviesVP - Athletes CharitableFT$154,399$22,467$176,866
Stacy L SummittControllerFT$119,715$31,040$150,755

Board Members and Trustees

NameTitle
Joan TownsendChairman
Ryan RamirezVice Chair
Dennis KellyDirector
Eric AhnDirector
Jabari BellDirector
Julian MartinezDirector
Monica GrayDirector
Renuka RachaDirector
Ryan McneilDirector
Aejaz DarTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gammon & Grange PCLegal Services1945 OLD GALLOWS ROAD SUITE 650, Vienna, VA 22182$190,337
Revenue and Support

Revenue Composition

Contributions and Grants
$21,256,865
Program Service Revenue
$682,619
Investment Income
$8,345,395
Other Revenue
$-68,216
All Other Contributions
$20,812,649
Change in Net Assets
$9,212,286

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded-$7,155,436Fair Market Value
Secur Prtnrshp Trust Intrsts1$6,729,000Appraisal
Total Noncash Contributions1$13,884,436-

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,958,009
Revenue Not Reported on Financial Statements
$258,654
Revenue Not Reported on Form 990
$-8,068,304
Total Revenue per Audited Statements
$21,889,705
Total Revenue per Form 990
$30,216,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,810,346
Other Expenses$3,627,532
Salaries, Compensation, and Employee Benefits$2,566,499
Total Fundraising Expense$206,610
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,029,463--$14,029,463
Other Salaries and Wages$951,796$684,712$115,420$1,751,928
Grants to Domestic Individuals$510,167--$510,167
Fees for Services Legal$346,003$53,506-$399,509
Current Officers, Directors, Trustees, and Key Employees-$342,272$38,030$380,302
Travel$217,009$73,418$20,646$311,073
Foreign Grants$270,716--$270,716
Fees for Service Investment Mgmnt Fees-$258,654-$258,654
Occupancy$142,529$86,093$1,530$230,152
Other Employee Benefits$117,716$67,761$12,395$197,872
Advertising$189,603-$146$189,749
Payroll Taxes$91,768$68,353$10,821$170,942
All Other Expenses$101,671$51,438-$153,109
Insurance$55,384$48,728-$104,112
Fees for Services Accounting-$99,859-$99,859
Information Technology$21,199$72,241-$93,440
Other Expenses$82,126$9,790-$91,916
Pension Plan Contributions$30,043$30,753$4,659$65,455
Office Expenses$44,086$15,802$2,963$62,851
Conferences and Meetings$27,612$2,329-$29,941
Depreciation Depletion$1,955--$1,955
Total Functional Expenses$18,546,961$2,250,806$206,610$21,004,377

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,134,206
Total Expenses per Form 990$21,004,377
Expenses per Audited Statements$20,745,723
Expenses Not Reported on Form 990$388,483
Expenses Not Reported on Financial Statements$258,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legacy Church IncAlbuquerque, NM501(c)(3)Transfer LLC Gift to Another 501c3$7,633,825
Foundation Against Intolerance & RacismNew York, NY501(c)(3)Fsp Is Closing Under United Charitable. Funds to Support New Spin-off 501c3$672,099
The School District of Indian River CounVero Beach, FL501(c)(3)Gifford Middle School Tigers - Rebranding Campaign$564,400
Mitchell Thorp FoundationCarlsbad, CA501(c)(3)Transfer LLC Gift to Another 501c3$452,110
Forcey Bible ChurchSilver Spring, MD501(c)(3)Mortgage Paydown Match$250,000
Impact Investing Charitable FoundationOverland Park, KS501(c)(3)125k to Forte (formerly Paraclete)$128,750
Fidelity Charitable GiftCincinnati, OH501(c)(3)Transfer Neil D. Traven Daf at Uc to Fidelity Charitable$123,868
National Legal FoundationVirginia Beach, VA501(c)(3)Conf Expenses$104,500
Vienna Presbyterian ChurchVienna, VA501(c)(3)2023 Gift From Dan and Guowei Wright Family$100,000
Far Reaching MinistriesMurietta, CA501(c)(3)Costa Rica Mission Trip$86,535
Regents of the University of MichiganAnn Arbor, MI501(c)(3)2023 Support to Harriet Hiller Research Professorship$85,799
Church of TollhouseTollhouse, CA501(c)(3)As Elders See Fit$80,000
Mercy ChurchCharlotte, NC501(c)(3)Cmo$75,000
LET'S GO 1-2-3Philadelphia, PA501(c)(3)TO CONTINUE THE DEPARTMENT OF CONSERVATION & NATURAL RESOURCES (DCNR) FUNDED PROJECT "CONSERVATION CAREERS 101"$69,505
The Gifford Florida Youth Orchestra IncoVero Beach, FL501(c)(3)Cpo for Gyo Capital Campaign 2023$66,741
Chabad of Downtown AustinAustin, TX501(c)(3)Annual Fund$62,500
Operation GraduationDetroit, MI501(c)(3)Add to Overall Operation Graduation Fund$52,326
Assoc of Graduatates of the US Mil AcadWest Point, NY501(c)(3)MEN'S LACROSSE COACH'S ENDOWMENT$50,000
Princeton Theological SeminaryPrinceton, NJ501(c)(3)Help Fund This Center for Contemp Ldshp at Pts$50,000
Roman Catholic Diocese of BoiseBoise, ID501(c)(3)PIERSON FAMILY FOUNDATION SCHOLARSHIP FOR ST. PAUL'S CATHOLIC SCHOOL$50,000
Catholic Relief Services IncHarlan, IA501(c)(3)Globally Assist the Victims of War.$45,525
St Jude Childrens Research HospitalMemphis, TN501(c)(3)As Needed$44,600
Ripe for Harvest World OutreachColorado Springs, CO501(c)(3)5 Homes in Bolivia, Teo Living Expenses$44,381
University of Southern CaliforniaLos Angeles, CA501(c)(3)Baa Undergraduate Student Scholarships$38,889
Hillwood Estate Museum and GardensWashington, DC501(c)(3)FRAGILE BEAUTY: ART OF THE OCEAN$35,000
Child & Parental Rights Campaign IncPeachtree Corners, GA501(c)(3)TO SUPPORT LEGAL ADVOCACY THAT IS WITHIN FAIR'S MISSION.$30,000
Crown Point Community Foundation IncCrown Point, IN501(c)(3)Crown Point Rotary Fund$30,000
Gillespie County Historical Society IncFredericksburg, TX501(c)(3)Little Pioneers Program - Outreach Program Learning the Pioneer History of Fredericksburg & Gillespie Cty$30,000
The Voice of the Martyrs IncBartlesville, OK501(c)(3)FINAL COSTS TO COMPLETE PROJECT FOR A PASTOR'S HOME IN LAOS THAT WAS BURNED DOWN.$28,778
Hope Lutheran ChurchFarmington Hills, MI501(c)(3)As Needed$27,900
Mosaic VirginiaLansdowne, VA501(c)(3)As Needed for Operations$27,500
Beach Assembly of GodOcean Isle Beach, NC501(c)(3)Brandon Chase Ministries$27,000
National Community ChurchWashington, DC501(c)(3)General Use - Capital Hill$26,000
Saints Constantine and Helen Orthodox ChWestland, MI501(c)(3)AS PART OF THE ICONOGRAPHY PROJECT, SPECIFICALLY FOR THE PURCHASE OF THE ONE LARGE LIGHT FIXTURE $14,000 AND TWO OF THE SMALLER LIGHT FIXTURES $6,000 EACH.$26,000
SAMARITAN'S PURSEBoone, NC501(c)(3)Disaster Relief$25,789
American Association for Cancer ResearchPhiladelphia, PA501(c)(3)Special Program for High School Students Annual Meeting and Health Care Disparities Conference, and Minority Scholar in Cancer Research Travel Award$25,000
Beaumont Health FoundationSouthfield, MI501(c)(3)Donation From Waw$25,000
DAVID'S HOPE INTERNATIONALVienna, VA501(c)(3)General$25,000
Zionsville Presbyterian ChurchZionsville, IN501(c)(3)GENERAL OPERATING AND NOAH'S ARK$23,000
CHEYANNA'S CHAMPIONS 4 CHILDRENAustin, TX501(c)(3)Contribution$21,600
Shepherd of the Lakes Lutheran ChurchBrighton, MI501(c)(3)General Operations$20,450
Jews for JesusSan Francisco, CA501(c)(3)Gift Unto the Lord.$20,000
The Grace CenterFredericksburg, TX501(c)(3)To Help Those Who Have Been Impacted by Domestic Violence a Place to Seek Shelter$20,000
Uganda Counseling and Support ServicesColumbia, KY501(c)(3)2 Widows Homes.$20,000
West Christian AcademyShallote, NC501(c)(3)Glorifying the Lord in All We Do.$20,000
King of Kings Lutheran ChurchAnn Arbor, MI501(c)(3)GENERAL 1100; BUILDING 300; LFP 200$19,200
Ekal Vidyalaya FdnHouston, TX501(c)(3)Sponsorship of 50 Ekal Schools in India$18,250
Burke Community ChurchBurke, VA501(c)(3)GOD'S WORK THROUGH BURKE COMMUNITY$18,000
Foundation for the Higher Good IncColumbia, MO501(c)(3)2 HOMES IN NEED: 1_DULCE, 2_VIVIANA$18,000
St Michael the Archangel Orthodox ChurchRedford, MI501(c)(3)Munaco Contributions$18,000
Gibraltar Bible Baptist ChurchGibraltar, MI501(c)(3)Benevolence Fund$17,200
Doctors Without Borders USA IncHagerstown, MD501(c)(3)General Support$16,900
St Luke Lutheran ChurchHaslett, MI501(c)(3)Capital Campaign$16,600
Across NationsWindow Rock, AZ501(c)(3)Steve and Sharon Maus Ministry$16,280
Bethesda Christian ChurchSterling Heights, MI501(c)(3)Tithe/offerings$15,750
Grand Valley State UniversityGrand Rapids, MI501(c)(3)General Fund$15,500
Shalom AustinAustin, TX501(c)(3)2022 Shalom Austin Annual Campaign$15,250
Education Foundation of IndianVero Beach, FL501(c)(3)Ir Regional Science & Engineering Fair Program$15,000
Knox Presbyterian ChurchAnn Arbor, MI501(c)(3)Church Gift$15,000
Pregnancy Care Center of MhcMartinsville, VA501(c)(3)Donation$15,000
Solanus Casey CenterDetroit, MI501(c)(3)Program/building Updates$15,000
University Corporation at Monterey BaySeaside, CA501(c)(3)Education$15,000
University of Detroit Jesuit High SchoolDetroit, MI501(c)(3)Annual Fund$15,000
Ymca of Metropolitan DetDetroit, MI501(c)(3)Farmington Ymca - Making Every Day Better$15,000
Province of St Joseph of the Capuchin orDetroit, MI501(c)(3)Annual Giving$13,250
Judson Baptist Church of Walker LouisianWalker, LA501(c)(3)Supports Ministry of Our Local Church and Missions$13,200
LEAH'S SISTERSIrving, TX501(c)(3)Southeast Asia Humanitarian Aid$13,000
Tunnel to Towers FoundationStaten Island, NY501(c)(3)Assisting Military and Police and Their Families in Need$13,000
The Nature Conservancy IncArlington, VA501(c)(3)As Needed$12,550
Change a Life FoundationLeesburg, VA501(c)(3)As Needed$12,500
Northridge ChurchPlymouth, MI501(c)(3)Faith Giving$12,300
The Church of Jesus Christ of Latter-daSalt Lake City, UT501(c)(3)Support Religious Activities of the Church of Latter-day Saints$12,204
Marine Corps Association FoundationQuantico, VA501(c)(3)Support Usmc Association Efforts$12,000
Seacoast Community ChurchEncinitas, CA501(c)(3)Operations$12,000
United Board for Christian Higher EducatNew York, NY501(c)(3)SCHOLARSHIP FOR SILLIMAN UNIVERSITY, DUMAGUETE, PHILIPPINES; DELFIN AND PRISCILLA ESTOLLOSO EDUCATIONAL SCHOLARSHIP; ARTHUR AND HOPE ESTOLLOSO CRISOSTOMO MEDICAL SCHOLARSHIP)$12,000
Washtenaw Alano ClubAnn Arbor, MI501(c)(3)Chairs 3599.40 30x4$12,000
Focus on the FamilyColorado Springs, CO501(c)(3)Further the Kingdom of Jesus$11,900
Eastern Michigan University FoundationYpsilanti, MI501(c)(3)BASEBALL, FUND #00412 IN MEMORY OF RICK A. REED MLB, UMPIRE #23, EMU GRAD$11,820
Code Steel AcadamiesTempe, AZ501(c)(3)To Continue Funding the Efforts of Code Steel Acadamies$11,740
Gleaners Community Food Bank IncDetroit, MI501(c)(3)General Support$11,500
Washburn University FoundationTopeka, KS501(c)(3)Joab Mulvane Endowed Fund for Mulvane Art Museum$11,250
Lutheran Church of the Abiding PresenceBurke, VA501(c)(3)2023 Annual Contribution$10,736
Temple Rodef ShalomChantilly, VA501(c)(3)General Charitable Purpose$10,734
Wounded Warrior Project IncTopeka, KS501(c)(3)Assist Veterans$10,700
Anti-defamation LeagueNew York, NY501(c)(3)General Support$10,650
Church of the ResurrectionEllicot City, MD501(c)(3)Building Fund, Vision 2020$10,400
His Eye Is on the SparrowSaline, MI501(c)(3)Promotes Christian Spiritual Works of Mercy$10,400
On the MendGrosse Pointe, MI501(c)(3)For General Purpose Fund$10,323
Campus Crusade for ChrisOrlando, FL501(c)(3)Scott and Andi Mitchell (0428951)$10,300
HERE'S LIFE AFRICAPlano, TX501(c)(3)Religion Related, Spiritual Development$10,250
All Stars Project IncNew York, NY501(c)(3)General Fund$10,100
Dawn FarmAnn Arbor, MI501(c)(3)Any General Purpose as Needed$10,100
Fellowship Foundation IncBaltimore, MD501(c)(3)5 HOMES: FINISH DORCAS & GRACE BALANCE LATIGO (2049), JANE (4), ADONG (4)$10,049
Archdiocese of DetroitDetroit, MI501(c)(3)2023 Csa Campaign$10,025
Advocate Health and Hospitals CorporatioChicago, IL501(c)(3)Support of the Neo Natal Unit$10,000
Affirmations Community CenterFerndale, MI501(c)(3)Youth Programming$10,000
Africa Inland Mission International IncoPeachtree City, GA501(c)(3)Ministry of Morad$10,000
Alpha USACarol Stream, IL501(c)(3)Dmv Alpha$10,000
Avatar Meher Baba Heartland CenterPrague, OK501(c)(3)Support the Center Which Serves to Nurture the Awareness of the Teachings of Avatar Meher Baba by Maintaining a Place for Retreat, Prayer, Pilgrimage and Study$10,000
Avenues to IndependencePark Ridge, IL501(c)(3)General Support$10,000
Boys & Girls Clubs of Texas Hill CountryFredericksburg, TX501(c)(3)Summer Program for the Boys & Girls Program of the Hill Country$10,000
Child Protection CenterSarasota, FL501(c)(3)Donation$10,000
Christendom Educational CorporationFront Royal, VA501(c)(3)New Chapel$10,000
Crossroads YmcaCrown Point, IN501(c)(3)2023 Metro Annual Campaign$10,000
Dc Dream CenterWashington, DC501(c)(3)General Fund$10,000
Endowment Fund of Nc State UniversityRaleigh, NC501(c)(3)Endowment to Support Nc Agricultural & Life Sciences Apiculture Research.$10,000
Eternal Word Television Network IncIrondale, AL501(c)(3)Spread Christianity Throughout the World$10,000
Former Texas Rangers FoundationFredericksbrg, TX501(c)(3)Has Focused Its Sights on Serving Current and Former Texas Rangers, Families and Storied Contributions$10,000
Hirshberg Foundation for Pancreatic CancLos Angeles, CA501(c)(3)Pk Spin Class$10,000
House of Faith - San AngeloSan Angelo, TX501(c)(3)Children & Youth Programs$10,000
Open Arms WorldwideSterling, VA501(c)(3)Community Center in Brazil$10,000
Palmer College FoundationDavenport, IA501(c)(3)General Support$10,000
Plymouth First United Methodist ChurchPlymouth, MI501(c)(3)Pledge$10,000
Sanctity of Life MinistriesFairfax, VA501(c)(3)General Purpose$10,000
St Basil the Great ParishEastpointe, MI501(c)(3)Capital Campaign$10,000
St Teresa SchoolCampbell, MO501(c)(3)Garden Funding, Coop and Then Scholarship Fund.$10,000
St Thomas the Apostle Catholic ChurchAnn Arbor, MI501(c)(3)Elli Family Donation 2023$10,000
St Thomas the Apostle ChurchCrystal Lake, IL501(c)(3)Kids That Cannot Afford to Go to This Catholic School.$10,000
Texas Heritage Music FoundationFredericksburg, TX501(c)(3)Provide Musical Entertainment to Assisted Living and Nursing Homes Throughout the Hill Country Counties$10,000
The Autism Community in ActionIrvine, CA501(c)(3)As Needed$10,000
Wellshire Presbyterian ChurchDenver, CO501(c)(3)General$10,000
Jb Caring HeartsCenterville, UT501(c)(3)Glp Mushroom Training$9,975
Habitat for Humanity ofAnn Arbor, MI501(c)(3)As Needed$9,400
American Diabetes AssociationMerrifield, VA501(c)(3)General Support$9,325
The Salvation Army Great Lakes DivisionSouthfield, MI501(c)(3)Bed & Bread Club - Michigan$9,191
Humane Society of Huron ValleyAnn Arbor, MI501(c)(3)2023 Donation$8,700
Food GatherersAnn Arbor, MI501(c)(3)Any General Purpose as Needed$8,550
Raleigh Rescue Mission Foundation IncRaleigh, NC501(c)(3)Support and Housing for Local Homeless.$8,500
Sarasota Memorial Healthcare FoundationSarasota, FL501(c)(3)Donation$8,500
St Johns Evangelical Lutheran Church ofRochester, MI501(c)(3)All to Jesus Fund$8,500
National Wildlife FederationReston, VA501(c)(3)Animal Welfare$8,450
Fisher House Foundation IncBaltimore, MD501(c)(3)Care as Needed$8,400
Adat Shalom SynagogueFarmington Hills, MI501(c)(3)Donation$8,000
Living Stones Fellowship ChurchCrown Point, IN501(c)(3)Religion Related, Spiritual Development$8,000
Radius Books IncSanta Fe, NM501(c)(3)To Support Mission$8,000
Meher Spiritual CenterMyrtle Beach, SC501(c)(3)General$7,700
St James Parish NoviNovi, MI501(c)(3)2023 Csa St James$7,550
A Kid Again IncColumbus, OH501(c)(3)Birthday Bashes for Indiana, Michigan and Carolina Chapter$7,500
Community Help Network IncCrown Point, IN501(c)(3)Buddy Bags$7,500
Marian Fathers of the Immaculate ConceptStockbridge, MA501(c)(3)USE AS NEEDED TO CONTINUE SPREADING GOD'S WORD AND LOVE FOR MARY.$7,500
Placer County Society for the PreventionRoseville, CA501(c)(3)General Support$7,500
Guatemalan Dream CenSt Petersburg, FL501(c)(3)2 Homes 1-12x16, 1-12x22$7,400
Leukemia & Lymphoma SocietyNew York, NY501(c)(3)General Donation$7,200
Mint Museum of Art IncCharlotte, NC501(c)(3)2023 Gala$7,100
ALZHEIMER'S DISEASE AND RELATED DISORDERChicago, IL501(c)(3)General Support$7,000
Jewish Federation of MetBloomfield Hills, MI501(c)(3)Israel Emergency Campaign$7,000
Misericordia FoundationChicago, IL501(c)(3)Provide Support to Developmentally Disabled Adults$6,991
Congregation Beth IsraelAustin, TX501(c)(3)Membership Commitment Etc.$6,644
American Lebanese Syrian Associated CharMemphis, TN501(c)(3)Support the Organization and Its Mission$6,500
Bella Vita NetworkToledo, OH501(c)(3)Pro Life Ministry$6,500
Fellowship of New Testament MinistriesCarrollton, GA501(c)(3)Religion Related, Spiritual Development$6,500
World Missions Advance IncDallas, TX501(c)(3)Religion Related, Spiritual Development$6,500
American Center for LawWashington, DC501(c)(3)Defending Liberty and Freedom$6,400
Grace and Peace Presbyterian Church (opcCalifornia, MD501(c)(3)Bi-monthly Donation$6,389
Chabad of South BrowardHallandale Beach, FL501(c)(3)Donation$6,300
Michigan Humane SocietyBingham Farms, MI501(c)(3)Animal Adoptions$6,300
World Central Kitchen IncWashington, DC501(c)(3)As Needed$6,200
Oakland UniversityAuburn Hills, MI501(c)(3)Aufd$6,150
Akshaya Patra Foundation USAFreemont, CA501(c)(3)Free Mid Day Meals to School Children in Maharasthra$6,000
Defenders of WildlifeWashington, DC501(c)(3)Protect Wildlife$6,000
Detroit GoodfellowsDetroit, MI501(c)(3)General Support$6,000
Jdrf InternationalSouthfield, MI501(c)(3)Fund a Cure Donation Detroit Promise Ball 2023$6,000
National Multiple Sclerosis SocietyWashington, DC501(c)(3)LAUREN TOSHEFF, CHALLENGE WALK MS: SOUTHERN CALIFORNIA 2023$6,000
New Horizons Foundation IncColorado Springs, CO501(c)(3)Ministry of Steve Moore$6,000
Spring Creek ChurchPewaukee, WI501(c)(3)Building Fund$6,000
The Indiana Ffa FoundationTrafalgar, IN501(c)(3)General Operating Budget of Indiana Ffa Foundation to Meet the Mission and Goals of the Organization.$6,000
University of the NationsKailuakona, HI501(c)(3)FROM THE BRAMBLETT'S :)$6,000
World Food Program USAWashington, DC501(c)(3)General Support$6,000
Pregnancy Resource CenterVista, CA501(c)(3)Gala Sponsorship$5,900
St Kenneth Roman Catholic ChurchPlymouth, MI501(c)(3)Chuch Csa Drive$5,700
Community Foundation of Boone CountyLebanon, IN501(c)(3)Insurance Premium$5,650
Forgotten HarvestOak Park, MI501(c)(3)General Support$5,600
JILL'S HOUSEVienna, VA501(c)(3)Golf Tournament$5,600
Shriners Hospitals for ChilrenAtlanta, GA501(c)(3)Benefit Care of Sick Children$5,600
Lake Shore Presbyterian ChurchSt Clair Shores, MI501(c)(3)Regular Contribution to Church General Fund$5,400
Knights of Columbus Charities IncPittsburgh, PA501(c)(3)Help Those in Need$5,150
National Parks Conservation AssociationWashington, DC501(c)(3)Protect and Enhance National Parks$5,100
Detroit Rescue Mission MinistriesDetroit, MI501(c)(3)General Donation$5,050
Shepherd of the Lakes Lutheran Church -Linden, MI501(c)(3)General Operating Fund$5,040

International Summary

Offices
0
Employees
0
Spending
$270,716

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
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grants---$98,578
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grants---$78,375
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grants---$38,563
Middle East and North AmericaGrants---$33,800
North America - Canada and Mexico, But Not the United StatesGrants---$15,000
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grants---$6,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$431,617
Fundraising Gross Income$285,102
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf and Tennis Invitational$224,260$58,663$24,402$34,261
Sneaker Ball$145,948$50,081$20,929$29,152
Total Events$668,553$283,230$385,903$-102,673
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$280,196
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the ceo, treasurer, and the audit committee.

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

Review of relationships is performed on a regular basis.

Form 990, Part VI, Section B, Line 15

Review and determination of all salaries by the disinterested compensation committee of the board of directors using a corporate salary survey as guidance.

Form 990, Part VI, Section C, Line 19

Documents are available on website or upon request.

Filing and Contact Details

Filer

Filer Name
United Charitable
EIN
20-4286082
Phone
5716203000
Address
44921 GEORGE WASHINGTON BLVD 230, ASHBURN, VA 20147

Signing Officer

Name
Julia Healey
Title
CEO
Phone
5716203000
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Healey
Formed
2005
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
10
Employees
43
Volunteers
1,852

Preparer

Firm
Pbmares Llp
Address
558 SOUTH MAIN STREET, HARRISONBURG, VA 22801
Preparer
Edward T Yoder CPA
Phone
5404345975
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The most significant tax positions of the organization are its assertion that it is exempt from income taxes and its determination of whether any amounts are subject to unrelated business tax. The organization adopted the provisions of accounting for uncertainty in income tax positions as required by fasb accounting standard codification (asc) topic 740, income taxes; however, management does not believe it is exposed to any such positions as defined in this guidance, nor do they expect this to change significantly over the next 12 months. The organization files form 990, return of organization exempt from income tax, annually with the united states department of the treasury. Such returns are subject to examination by taxing authorities, generally for a period of three years from the date the returns are filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 431,617. Admin fees -43,134.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 431,617. Admin fees -43,134.

Raw XML AppendixShowing 400 of 2,640 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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IRS990/OtherExpensesGrp/ProgramServicesAmt279054
IRS990/OtherExpensesGrp/ProgramServicesAmt382126
IRS990/OtherExpensesGrp/TotalAmt01380312
IRS990/OtherExpensesGrp/TotalAmt1117177
IRS990/OtherExpensesGrp/TotalAmt2103723
IRS990/OtherExpensesGrp/TotalAmt391916
IRS990/OtherLiabilitiesGrp/BOYAmt0299172
IRS990/OtherLiabilitiesGrp/EOYAmt0280196
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIFE INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt078299
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt078299
IRS990/OtherRevenueTotalAmt078299
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0115420
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0684712
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0951796
IRS990/OtherSalariesAndWagesGrp/TotalAmt01751928
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010821
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068353
IRS990/PayrollTaxesGrp/ProgramServicesAmt091768
IRS990/PayrollTaxesGrp/TotalAmt0170942
IRS990/PensionPlanContributionsGrp/FundraisingAmt04659
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt030753
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030043
IRS990/PensionPlanContributionsGrp/TotalAmt065455
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0269291
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029961
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076163
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0119088
IRS990/PrincipalOfficerNm0JULIA HEALEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0682619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0682619
IRS990/ProgSrvcAccomActy2Grp/Desc0CHEESECAKE FACTORY EMPLOYEE HELP FUND, LIKE MOST CHARITABLE PROGRAMS, FOCUSES ON STRENGTHENING A COMMUNITY. THE COMMUNITY OF FOCUS FOR HELP FUND IS THE EMPLOYEE OF CHEESECAKE FACTORY. HELP FUND IS STRUCTURED AS A CORPORATE PROGRAM THAT PROVIDES RELIEF GRANTS TO CHEESECAKE FACTORY EMPLOYEES THAT ARE DEEMED ELIGIBLE DUE TO THEIR UNEXPECTED LIFE ALTERING OCCURRENCES. FUNDING CONSISTS OF CORPORATE SUPPORT AND OUTSIDE SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0390830
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0365500
IRS990/ProgSrvcAccomActy3Grp/Desc0DEARTOMORROW'S MISSION IS TO PROVIDE AN EASY TOOL, IN THE FORM OF A DIGITAL AND ARCHIVE SYSTEM, THAT ALLOWS PEOPLE TO PERSONALLY CONNECT WITH THE ISSUE OF CLIMATE CHANGE AND ENCOURAGE TAKING STRONGER ACTION BY SHARING PERSONAL STORIES WITH FRIENDS, FAMILIES AND THEIR SOCIAL NETWORKS. PARTICIPANTS SUBMIT LETTERS, VIDEOS AND PHOTOS DEDICATED TO THEIR CHILDREN, FAMILY, OR THEMSELVES ABOUT CLIMATE CHANGE, WHICH ARE THEN SHARED PUBLICLY ON THEIR WEBSITE AND THE PARTICIPANT'S SOCIAL NETWORKS. DEARTOMORROW ALSO PARTICIPATES IN GLOBAL EVENTS HELD BY THE UN AND OTHER INTERNATIONAL ORGANIZATIONS. FUNDRAISING TECHNIQUES FOCUS ON DONATIONS FROM INDIVIDUALS, CAMPAIGNS, PRIVATE GRANTS, AS WELL AS LARGE INTERNATIONAL GRANTS FROM ORGANIZATIONS THAT STRONGLY SUPPORT THE MISSION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0277746
IRS990/ProgSrvcAccomActy3Grp/GrantAmt033639
IRS990/ProgSrvcAccomActyOtherGrp/Desc0UC PROGRAMS PERFORM A WIDE VARIETY OF SERVICES TO THE COMMUNITY. THE MAJORITY OF THEM HAVE WELL-DEVELOPED WEBSITES, AS WELL AS ONLINE FUNDRAISING AND SOCIAL MEDIA PRESENCE. OUR TOP PERFORMING PROGRAMS FALL INTO THE FOLLOWING CATEGORIES: CHILDREN/YOUTH, EDUCATION, FAITH-BASED MINISTRIES, COMMUNITY DEVELOPMENT, ENVIRONMENT, SOCIAL JUSTICE, AND HEALTH. ON AVERAGE, EACH UC PROGRAM HAS AT LEAST TEN VOLUNTEERS THAT ASSIST THEM THROUGHOUT THE YEAR, WITH A TOTAL OF 1,852 VOLUNTEERS FOR ALL OF UC IN 2023. OUR PROGRAMS HAVE ADVISORY COMMITTEES CONSISTING OF AT LEAST THREE INDIVIDUALS THAT MEET AN AVERAGE OF 4 TIMES A YEAR, AND MOST PROGRAMS ARE LOCATED NEAR LARGE METROPOLITAN AREAS. THE MAJORITY OF UC'S TOP-PERFORMING PROGRAMS CONDUCT FUNDRAISERS, INCLUDING SEVERAL WITH WELL-ESTABLISHED GOLF TOURNAMENTS AND GALAS. ON AVERAGE, UC PROGRAMS HAVE AROUND TEN OR MORE YEARS OF EXPERIENCE OPERATINGUNDERNEATH A FISCAL SPONSOR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016097358
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt013708325
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0657685
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015482097
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt035667409
IRS990/PYInvestmentIncomeAmt0-1282076
IRS990/PYOtherExpensesAmt03841867
IRS990/PYOtherRevenueAmt0-545664
IRS990/PYProgramServiceRevenueAmt0513469
IRS990/PYRevenuesLessExpensesAmt0-28311414
IRS990/PYSalariesCompEmpBnftPaidAmt02969964
IRS990/PYTotalExpensesAmt042479240
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014167826
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09212286
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03183
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021256865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017108852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017083907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08225627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025695500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt089370751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07237250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0657802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01737997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06521019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04080769
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020234837
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71980
IRS990ScheduleA/PublicSupportPY170Pct00.87890
IRS990ScheduleA/PublicSupportTotal170Amt078894033
IRS990ScheduleA/SubstantialContributorsTotAmt010476718
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021256865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017108852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017083907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08225627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025695500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$0.50$186$19.7$16.1$3.63
2023Detailed filing. Detailed filing data is available for this year.$184$0.93$183$30.2$21.0$9.21
2023Summary only. Only limited summary data is available for this year.$184$0.93$183$30.2$21.0$9.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$183$0.66$183$14.2$42.5$28.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$210$0.27$210$22.2$11.1$11.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$199$0.35$198$15.7$6.70$8.96
2019Summary only. Only limited summary data is available for this year.$188$0.15$188$31.3$14.2$17.1
2018Summary only. Only limited summary data is available for this year.$166$0.15$166$77.4$7.34$70.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.2$0.15$99.1$26.9$6.77$20.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$0.09$78.0$29.1$6.45$22.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$0.18$55.5$19.5$5.67$13.8
2014Detailed filing. Detailed filing data is available for this year.$42.6$0.37$42.2$16.0$5.45$10.5
2013Detailed filing. Detailed filing data is available for this year.$31.7$0.13$31.6$12.7$5.70$7.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.10$23.9$4.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.03$12.0$5.32
2010Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.04$0.01$0.03