Civic Intelligence

Association of Eleemosynary Initiatives Inc

990 • Fiscal year 2018 • EIN 20-4286082

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

8201 Greensboro DriveTysons, VA 22102

(571) 620-3000

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

99th percentile

91%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$181,445

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

98th percentile

67%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

188%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Flat

$165,951,787

Flat from 2018

Net Assets

Flat

$165,799,655

Flat from 2018

Liabilities

Flat

$152,132

Flat from 2018

Revenue

Flat

$77,449,353

Flat from 2018

Expenses

Flat

$7,339,066

Flat from 2018

Net Income

Flat

$70,110,287

Flat from 2018

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 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 2024: $186,837,966Liabilities 2024: $500,863Net Assets 2024: $186,337,1032024

Highlighted filing

2018

Assets$165,951,787
Liabilities$152,132
Net Assets$165,799,655

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 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 2024: $19,695,149Expenses 2024: $16,067,572Net Income 2024: $3,627,5772024

Highlighted filing

2018

Revenue$77,449,353
Expenses$7,339,066
Net Income$70,110,287
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$88,722,207
Mission and Program Overview

Mission

To make philanthropy accessible by

To grow and support each charitable journey by providing simple customized vehicles that fulfill your philanthropic endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$68,530,059$137,145,178▲ $68,615,119
Investments in Publicly Traded Securities$21,658,115$22,292,389▲ $634,274
Cash and Non-Interest-Bearing Accounts$3,111,252$1,006,471▼ $2,104,781
Accounts Receivable$486,871$322,928▼ $163,943
Land, Buildings, and Equipment, Net$173,910$178,785▲ $4,875
Prepaid Expenses and Deferred Charges$42,662$36,548▼ $6,114
Other Notes and Loans Receivable, Net$0$0→ $0
Total Assets$99,230,419$165,951,787▲ $66,721,368
Other Assets Total$5,227,550$4,969,488▼ $258,062
Liabilities
Accounts Payable and Accrued Expenses$154,715$152,132▼ $2,583
Total Liabilities$154,715$152,132▼ $2,583
Net Assets / Fund Balance
Temporarily Rstr Net Assets$94,950,031$162,653,497▲ $67,703,466
Unrestricted Net Assets$4,125,673$3,146,158▼ $979,515
Total Net Assets Fund Balance$99,075,704$165,799,655▲ $66,723,951
Total Liabilities and Net Assets / Fund Balance$99,230,419$165,951,787▲ $66,721,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$178,785$10,023$188,808
Land$0--
Other Assets Org$6,928--
Closely Held Equity Interests$137,145,178--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan H RidgelyCEO/SecretaryPT$158,193$23,252$181,445
Jan H Ridgely--$158,193$14,180$172,373
Julia HealeyCFOPT$140,363$25,686$166,049
Julia Healey--$140,363$17,383$157,746
Stacy L SummittController/SecretaryPT$101,329$25,235$126,564

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$75,475,310
Program Service Revenue
$255,063
Investment Income
$1,675,326
Other Revenue
$43,654
All Other Contributions
$73,995,032
Change in Net Assets
$70,110,287

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts43$70,101,507Appraisal
Securities Publicly Traded33$2,048,545Fair Market Value
Other Non Cash Contri Table2$916Cost
Total Noncash Contributions78$72,150,968-

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,449,353
Revenue Not Reported on Form 990
$-3,177,195
Total Revenue per Audited Statements
$74,272,158
Total Revenue per Form 990
$77,449,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,256,255
Other Expenses$1,896,379
Salaries, Compensation, and Employee Benefits$1,186,432
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,597,853--$3,597,853
Other Salaries and Wages$197,589$387,718$0$585,307
Foreign Grants$512,366--$512,366
Current Officers, Directors, Trustees, and Key Employees$125,578$324,777$0$450,355
Fees for Services Other$308,787$139,997$0$448,784
Insurance$146,554$82,949$0$229,503
Travel$179,728$9,552$0$189,280
Grants to Domestic Individuals$146,036--$146,036
Occupancy$58,450$81,160$0$139,610
Office Expenses$93,156$36,978$0$130,134
Fees for Services Legal$8,975$74,688$0$83,663
Information Technology$1,103$75,017$0$76,120
Payroll Taxes$23,374$52,079$0$75,453
Fees for Services Accounting$4,500$68,134$0$72,634
All Other Expenses$22,048$30,042$0$52,090
Other Employee Benefits$8,816$35,681$0$44,497
Other Expenses$35,721$7,388$0$43,109
Pension Plan Contributions$3,666$27,154$0$30,820
Conferences and Meetings$3,327$2,206$0$5,533
Depreciation Depletion$2,065$3,384$0$5,449
Advertising$372$0$0$372
Total Functional Expenses$5,844,929$1,494,137$0$7,339,066

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,548,207
Expenses per Audited Statements$7,339,066
Total Expenses per Form 990$7,339,066
Expenses Not Reported on Form 990$209,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Legal FoundationVirginia Beach, VA501(c)3religious freedom legal work$170,000
Drexel UniversityPhiladelphia, PA501(c)3Endowed scholarship$100,000
Wheaton CollegeWheaton, IL501(c)3Armerding Music Center$100,000
Hope Pregnancy CenterWillmar, MN501(c)3Assisting Women with Unplanned Pregnancies$94,442
Hope in the Night MinistriesPennock, MN501(c)3General Support$94,442
Minnesota Teen Challenge IncMinneapolis, MN501(c)3Alcohol, Drug Dependency Prevention and Treatment$94,442
Mission IndiaGrand Rapids, MI501(c)3Providing training, scripture materials for Indian Churches$94,442
Eastern Michigan University Foundation (WEMU)Ypsilanti, MI501(c)3Fall Fundraiser NPR for WEMU$78,500
Dynamic Catholic InstituteCincinnati, OH501(c)3Catholic Moments Campaign$50,400
Womens Care Center Foundation IncIndianapolis, IN-Human Services -- Multipurpose and Other$50,000
Animal League of Green ValleyGreen Valley, AZ501(c)3To provide a home and care for homeless pets$42,414
Africa Inland Mission International IncorporatedPeachtree City, GA501(c)3missionaries in Kenya teaching at Seminary.$40,000
Independent Missionary Network (IMN)Portage, IN501(c)3To Help Missionaries Bring the Gospel to All People$38,000
Longview New HeightsLongview, TX501(c)3Donation$31,000
Saint Gregory the Great Catholic ChurchOkatie, SC501(c)3General Support$30,228
Forcey Bible ChurchSilver Spring, MD501(c)3Helping Hand Fund$30,000
Assembly of GodWillmar, MN501(c)3Church Operational Support$28,333
The Salvation Army Northern Division - Serving MN & NDWillmar, MN501(c)3Temporary Shelter For the Homeless$28,333
The Church of Jesus Christ of Latter-Day SaintsCameron Park, CA501(c)3To help religious organization$27,180
Former Texas Rangers FoundationFredericksburg, TX501(c)3To support programs of the Former Texas Rangers Assoc.$26,500
University of Notre DameNotre Dame, IN-Education$25,500
Alliance for ChildrenFort Worth, TX501(c)3To help abused children$25,408
Martha's TableWashington, DC501(c)3To provide early childhood curriculum materials.$25,309
Academy of Hope Adult Public Charter SchoolWashington, DC501(c)3Funding technology to enhance adult learning$25,000
Bright BeginningsWashington, DC501(c)3Funding for homeless children's daycare/preschool$25,000
Center for Faithwalk LeadershipSpartanburg, SC501(c)3To Support Christian Leadership Development$25,000
Columbia Lighthouse for the BlindWashington, DC501(c)3Ensuring vision literacy in Title One schools.$25,000
Foster and Adoptive Parent Advocacy Center (FAPAC)Washington, DC501(c)3Human Services$25,000
Friendship PlaceWashington, DC501(c)3To support the Youth Adult Opportunity Fund$25,000
N Street VillageWashington, DC501(c)3To provide funds for the Wellness Center.$25,000
Pender Community Health Care Foundation IncPender, NE501(c)3To provide healthcare for children.$25,000
Purcellville Baptist ChurchPurcellville, VA501(c)3Supporting of the sharing the Gospel of Jesus Christ.$25,000
The Children's Inn at NIHBethesda, MD501(c)3New Roof$25,000
Urban Alliance Foundation IncWashington, DC501(c)3To support the education of high school students.$25,000
Vista de la Montana United Methodist ChurchTucson, AZ501(c)3To support the ministry by replacing offices and classrooms.$25,000
The Family PlaceWashington, DC501(c)3Funding evening family literacy program$23,500
Guatemalan Dream Center IncSaint Petersburg, FL501(c)3Provide food, housing, medical care for Guatemala Families.$23,000
University of PikevillePikeville, KY501(c)3Support educational efforts of the college.$22,567
South Sudan Hope NetworkAnnapolis, MD501(c)3To work with 2 villages to improve the standard of living$22,295
A Wider CircleBethesda, MD501(c)3To provide support for the Washington Highlands Project.$21,750
Homeless Children's Playtime ProjectWashington, DC501(c)3Funding education program.$21,750
Dream Queen Foundation IncSeverna Park, MD501(c)3Career Development program for Women$21,005
George Mark Childrens FundSan Leandro, CA501(c)3Provide Specialized Medical Beds and Other Support$20,700
Sasha Bruce YouthworkWashington, DC501(c)3To support the Homeless Youth Drop In Center.$20,260
DC Arts and Humanities Education CollaborativeWashington, DC501(c)3Arts and Humanities Student Project$20,000
Horton's KidsWashington, DC501(c)3To support for early childhood literacy$20,000
Zionsville Presbyterian ChurchZionsville, IN501(c)3Donation to general operating fund of ZPC$20,000
Sisters of Mary Mother of the EucharistAnn Arbor, MI501(c)3Texas Priory Match Grant$19,000
Ekal Vidyalaya Foundation of USAHouston, TX501(c)3Sponsor 42 Ekal Schools in India$18,250
Defy Ventures IncNew York, NY501(c)3Provide entrepreneurial skills to formerly/currently incarcerated.$18,000
Eudora United Methodist ChurchEudora, KS501(c)3Promote financial stewardship.$18,000
Trinity Free Clinic IncCarmel, IN501(c)3To Fund Medical and Dental Treatment for the Poor.$18,000
Waves for Water IncSanta Monica, CA501(c)3Filters for clean drinking water$17,752
Hero Dogs IncBrookeville, MD501(c)3To train Service Dogs for Disabled Veterans$17,000
World Changers Church Los AngelesLos Angeles, CA501(c)3Donation - General Support$16,000
Keane Charitable GroupSaint Louis, MO501(c)3Philantropy, voluntarism, and grantmaking, Haiti, Gonaives$15,994
Alzheimer's Foundation of America IncNew York, NY501(c)3Alzheimer's Disease.$15,194
Autism SpeaksMaitland, FL501(c)3Autism/Health related programs$15,000
Calvin Crest Camp Conference and Retreat Center IncFremont, NE501(c)3To make disciples of Jesus Christ.$15,000
Texas Heritage Music FoundationFredericksburg, TX501(c)3Provide funds for Music Connection for the elderly.$15,000
The Hun School of PrincetonPrinceton, NJ501(c)3To support educational efforts in the college prep space$15,000
Uganda Counseling and Support Services IncTopeka, KS501(c)3Arts Support for Museum$15,000
Youngstown Metro Assembly of GodYoungstown, OH501(c)3Providing coats, toys, bibles for children in Mahoning, Trumble Counties.$14,500
His Eye Is On the SparrowAnn Arbor, MI501(c)3To promote Christian spiritual works of mercy.$14,400
Habitat for Humanity of West Central MinnesotaWillmar, MN501(c)3Create housing and elminating homelessness$14,166
Maimonides Medical CenterBrooklyn, NY501(c)3Cancer Research$14,000
Purdue Research FoundationWest Lafayette, IN501(c)3Purdue crew scholarship fund$14,000
For Love of Children (FLOC)Washington, DC501(c)3Youth Development$13,500
Longview Dream Center IncLongview, TX501(c)3Providing hunger relief in Longview Community.$13,200
Conflict resolution & Conciliation Center IncFairfax, VA501(c)3Christian Conciliation$13,000
Green Valley Hospice Foundation IncRoseville, CA501(c)3To support the Green Valley Hospice Foundation.$12,823
American Heart Association IncDallas, TX501(c)3Research, fight for stronger public health policies.$12,598
Judson Baptist Church of Walker LouisianaWalker, LA501(c)3Mission of sharing the gospel feeding children & widows$12,100
Humanity Road IncBoydton, VA501(c)3Provides Disaster relief data$11,602
Champions for KidsFayetteville, AR501(c)3To Assist local community kids.$11,576
La Salle High SchoolCincinnati, OH501(c)3La Salle Scholarship Fund$11,575
First Unitarian Universalist Congregation of Ann ArborAnn Arbor, MI501(c)3religious$11,500
Life Point Christian FellowshipSan Tan Valley, AZ501(c)3Religion Related, Spiritual Development$11,400
Westminster Presbyterian ChurchAnn Arbor, MI501(c)3Partial fulfillment of donation by Marjorie McRoberts$11,281
Cardinal Gibbons High SchoolFort Lauderdale, FL501(c)3For benefit of CGHS football program$11,000
Humane Society of the United StatesWashington, DC501(c)3Hands-on care, protection for animals$10,827
Luv U Project in Memory of Carolyn C Mattingly IncPotomac, MD501(c)3To support young professionals advancing the needs of mental health.$10,500
Act One IncLos Angeles, CA501(c)3To Support Christian Professionals in Entertainment$10,000
Association of Graduates of the United States Military AcademyWest Point, NY501(c)3To support for the West Point Military Academy and its graduates.$10,000
Believe Together IncCreston, IA501(c)3To break the cycles of poverty$10,000
Board of Education City of Chicago dba Chicago PS District #299Chicago, IL501(c)3Assist Public School Youth Education$10,000
Catholic Relief Services IncBaltimore, MD501(c)3Emergency Assistance$10,000
Christian Legal SocietySpringfield, VA501(c)3legal aid clinic, law student ministries$10,000
Evangelical Covenant Church Pender NEPender, NE501(c)3To support general operations of the local church.$10,000
First Liberty InstitutePlano, TX501(c)3For protecting religious freedom.$10,000
Guiding Eyes for the Blind IncYorktown Heights, NY501(c)3Training and placing service animals$10,000
Hill Country AmbassadorsFredericksburg, TX501(c)3Support for disabaled & their families and students.$10,000
Imagination StageBethesda, MD501(c)3Funding educating children through the arts$10,000
Iona Senior ServicesWashington, DC501(c)3Fund for Emergency Client Needs.$10,000
John Huss Presbyterian ChurchThurston, NE501(c)3To support the local church.$10,000
KRPS 4 God Music Ministry IncPerrin, TX501(c)3Programming the awareness moral values$10,000
KRPS 4 God Music Ministry IncPerrin, TX501(c)3Provide a Music ministry to colleges around the state$10,000
Resurrection Lutheran ChurchSpring, TX501(c)3To provide assistance to families in need.$10,000
The Vital GroundMissoula, MT501(c)3Funding land conservation.$10,000
United Church of PenderPender, NE501(c)3To support the local church in the sharing of the Gospel.$10,000
University of Detroit Jesuit High School and AcademyDetroit, MI501(c)3To support education by the Roman Catholic Church.$10,000
North Star Church IncKnoxville, TN501(c)3Program Support for Church Operations$9,500
Bethany Reformed ChurchClara City, MN501(c)3Church Operational Support$9,444
City of RaymondRaymond, MN501(c)3Religion$9,444
Renaissance Charitable Foundation IncIndianapolis, IN501(c)3charitable purposes$9,238
Glasswing International USANew York, NY501(c)3Playground project in Parvularia; El Salvador$7,650
Catholic University of AmericaWashington, DC501(c)3Scholarships students studyig abroad.$7,500
Indiana University FoundationBloomington, IN501(c)3To support Latino Studies$7,500
Fire Wagon HockeyCrystal Lake, IL501(c)3To support youth organization in the Crystal Lake area.$7,000
University of Southern CaliforniaLos Angeles, CA501(c)3To provide financial help for USC Black students.$7,000
Arthrogryposis Multiplex Congenita SupportSpartanburg, SC501(c)3AMCSI Sponsorship of Conference$6,950
Wounded Warriors at NeboFredericksburg, TX501(c)3To assist the wounded, families , caregivers$6,800
St Joseph Catholic ChurchTraverse City, MI501(c)3To support operating expenses for the first quarter.$6,600
Southern Bible InstituteDallas, TX501(c)3Operating, Scholarship and Development Assistance$6,423
Wounded Warrior Project IncJacksonville, FL501(c)3Memorial in Memory of Mary Kastelberg Morgan$6,100
Community Foundation of Boone CountyZionsville, IN501(c)3Pay Life Insurance policy. (owned by cfbg)$6,051
Academy of American PoetsNew York, NY501(c)3Support Poetry Prize$6,000
Alliance for Africa's Orphanages IncBoynton Beach, FL501(c)3Classrooms and surgery for Children in Uganda.$6,000
Golden Years Alaskan Malamute RescueMuskegon, MI501(c)3Provide food, shelter, healthcare to aging Alaskan Malamutes$6,000
United States Conference Of Catholic BishopsWashington, DC501(c)3Religion, Spiritual Development$6,000
National Multiple Sclerosis SocietyNew York, NY501(c)3Support individuals with Multiple Sclerosis.$5,225
Northridge ChurchWhite House, TN501(c)3Panama and/or Nepal Missions Outreach.$5,013
Mitchell Thorp FoundationCarlsbad, CA-Trf of LLC units-

International Summary

Offices
0
Employees
0
Spending
$512,366

International Compliance

Foreign grant records maintained
Yes
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 PacificGrants-00$182,100
Sub-Saharan AfricaGrants-00$112,991
Central AmericaGrants-00$96,650
South AsiaGrants-00$84,000
North AmericaGrants-00$25,000
South AmericaGrants-00$11,625
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$209,141
Fundraising Gross Income$133,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Market Project$68,191$7,400$5,329$2,071
Van Noy Valor Foundation$67,882$7,011$2,385$4,626
Total Events$902,722$123,130$190,392$-67,262
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
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
United Charitable
EIN
20-4286082
Phone
5716203000
Address
8201 Greensboro Drive, Tysons, VA 22102

Signing Officer

Name
Julia Healey
Title
CEO
Phone
5716203000
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Healey
Formed
2005
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
6
Employees
27
Volunteers
2,723

Preparer

Firm
Robert D Ben-Kori CPA PLLC
Address
7214 Hadlow Drive, Springfield, VA 22152
Preparer
Robert D Ben-Kori CPA
Phone
7034519136
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Form 990 is reviewed by the CFO, CEO,

Pt VI, Line 11B

Treasurer, Chairman of the Board and the Audit Commitee.

Pt VI, Line 12C

Review of relationships performed on a regular basis.

Pt VI, Line 15A

Review and determination of all salaries by the

Pt VI, Line 15A

disinterested Compensation Committee of the Board of

Pt VI, Line 15A

Directors using a corporate salary survey as guidance.

Pt VI, Line 15B

Review and determination of all salaries by the

Pt VI, Line 15B

disinterested Compensation Committee of the Board of

Pt VI, Line 15B

Directors using a corporate salary survey as guidance.

Pt VI, Line 19

Documents are available on website or upon request

Pt XII, Line 2C

During 2015 UCP formed an audit committeee for oversite of the annual audit.

Form 990, Part III, Line 4D

UC programs perform a wide variety of services to the 4945146. 3719386. 2224568.

Form 990, Part III, Line 4D

each UC program has 10-25 volunteers that assist them 0. 0. 0.

Form 990, Part III, Line 4D

golf tournaments and galas. On average, UC 0. 0. 0.

Form 990, Part IX, Line 24E

Licenses, Fees & Taxes 5581. 5581. 0. 0.

Form 990, Part IX, Line 24E

Construction Related Cost 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous Expenses 10371. 0. 10371. 0.

Form 990, Part IX, Line 24E

Staff Appreciation/Morale 1843. 0. 1843. 0.

Form 990, Part IX, Line 24E

Fund Raising - Supplies 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Staff Training/Seminars 1141. 0. 1141. 0.

Form 990, Part IX, Line 24E

Licenses, Fees & Taxes 14793. 0. 14793. 0.

Form 990, Part IX, Line 24E

Govermental - Other Direct Costs 8467. 8467. 0. 0.

Form 990, Part IX, Line 24E

Research Fee 8000. 8000. 0. 0.

Form 990, Part IX, Line 24E

Marketing Events Hosted Expenses 1894. 0. 1894. 0.

Financial Statement Notes

Pt III, Line 4

The organization's collectibles include artwork, held for the purpose

Pt III, Line 4

of preservation and restoration, as well as for the displaying of art in an educational environment.

Pt XI, Line 2D

Less Events Expenses Reclassified of $165,936 from Program and $43,205 from Fundraising

Pt XII, Line 2D

Less Events Expenses Reclassified of $165,936 from Program and $43,205 from Fundraising

Raw XML AppendixShowing 400 of 2,021 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/ProgSrvcAccomActy3Grp/Desc0The Anderson foundation was established to honor Jack R. Anderson and is committed to making a significant impact in assisting qualified nonprofits in the community that are elevating the human condition and protecting the welfare of animals. The foundations interests are broad and varied and are a reflection of Jack and his pattern of giving. The foundations mission is to continue to give and enhance the community in the same meaningful way that Jack did throughout his entire life. And the support goes beyond just funding as the foundations Advisory Committee members are committed to providing their pro-bono guidance in law, accounting, finance and marketing. The foundation partners with and funds organizations that are IRS 501(c)(3) designated non-profits that provide a positive high impact in the local communities of Maryland, the District of Columbia and Northern Virginia.
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

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
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
2018Detailed filing. Detailed filing data is available for this year.$166$0.15$166$77.4$7.34$70.1
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