Civic Intelligence

Association of Eleemosynary Initiatives Inc

990 • Fiscal year 2021 • EIN 20-4286082

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

4th percentile

0.00x

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

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$194,149

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

31st percentile

5.7%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

42%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$209,799,923

Up $11,252,132 (+5.7%) from 2020

Net Assets

Up

$209,534,566

Up $11,335,357 (+5.7%) from 2020

Liabilities

Down

$265,357

Down $83,225 (-24%) from 2020

Revenue

Up

$22,185,205

Up $6,517,568 (+42%) from 2020

Expenses

Up

$11,053,022

Up $4,348,548 (+65%) from 2020

Net Income

Up

$11,132,183

Up $2,169,020 (+24%) from 2020

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

Highlighted filing

2021

Assets$209,799,923
Liabilities$265,357
Net Assets$209,534,566

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

Highlighted filing

2021

Revenue$22,185,205
Expenses$11,053,022
Net Income$11,132,183
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$31,138,657
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$168,291,940$170,159,104▲ $1,867,164
Investments in Publicly Traded Securities$22,929,467$28,859,883▲ $5,930,416
Cash and Non-Interest-Bearing Accounts$1,329,959$4,606,301▲ $3,276,342
Accounts Receivable$314,905$425,919▲ $111,014
Pledges and Grants Receivable-$101,790-
Prepaid Expenses and Deferred Charges$55,878$34,955▼ $20,923
Land, Buildings, and Equipment, Net$10,852$5,733▼ $5,119
Total Assets$198,547,791$209,799,923▲ $11,252,132
Other Assets Total$5,614,790$5,606,238▼ $8,552
Liabilities
Accounts Payable and Accrued Expenses$155,865$265,357▲ $109,492
Unsecured Notes Loans Payable$180,633$0▼ $180,633
Deferred Revenue$12,084$0▼ $12,084
Total Liabilities$348,582$265,357▼ $83,225
Net Assets / Fund Balance
Net Assets With Donor Restrictions$194,681,237$196,784,223▲ $2,102,986
Net Assets Without Donor Restrictions$3,517,972$12,750,343▲ $9,232,371
Total Net Assets Fund Balance$198,199,209$209,534,566▲ $11,335,357
Total Liabilities and Net Assets / Fund Balance$198,547,791$209,799,923▲ $11,252,132

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,733$25,799$31,532
Closely Held Equity Interests$170,159,104--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia HealeyCEO, Secretary of BoardFT$167,379$26,770$194,149
Stacy L SummittControllerFT$111,622$23,643$135,265

Board Members and Trustees

NameTitle
Bruce McclintockChairman
Geoff BrownVice Chairman (through March 2021)
Aejaz DarDirector
Dennis KellyDirector
Joan TownsendDirector
Julian MartinezDirector
Renuka RachaDirector
Ryan RamirezDirector
Blaque Lyn HastonDirector Emeritus
Dr Matteo Sabattini PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,834,363
Program Service Revenue
$351,149
Investment Income
$3,020,808
Other Revenue
$978,885
All Other Contributions
$16,856,290
Change in Net Assets
$11,132,183

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 Traded65$5,007,946Fair Market Value
Secur Prtnrshp Trust Intrsts3$3,991,982Appraisal
Other Non Cash Contri Table2$336Cost
Total Noncash Contributions70$9,000,264-

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,959,358
Revenue Not Reported on Financial Statements
$225,847
Revenue Not Reported on Form 990
$-106,846
Total Revenue per Audited Statements
$21,852,512
Total Revenue per Form 990
$22,185,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,983,125
Other Expenses$3,070,900
Salaries, Compensation, and Employee Benefits$1,998,997
Total Fundraising Expense$133,127
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,538,113--$5,538,113
Other Salaries and Wages$995,381$352,481$69,591$1,417,453
Foreign Grants$403,420--$403,420
Current Officers, Directors, Trustees, and Key Employees-$296,473$32,940$329,413
Advertising$306,421-$221$306,642
Fees for Services Legal$204,515$73,541-$278,056
Fees for Service Investment Mgmnt Fees-$225,847-$225,847
Occupancy$71,753$98,146$891$170,790
Information Technology$27,855$106,656-$134,511
Payroll Taxes$80,433$43,338$8,364$132,135
Travel$105,130$6,945$8,130$120,205
Insurance$45,161$68,243-$113,404
Other Employee Benefits$71,167$8,425$5,447$85,039
Fees for Services Accounting-$78,112-$78,112
All Other Expenses$61,708$16,279-$77,987
Office Expenses$51,189$7,170$5,318$63,677
Other Expenses$29,728$28,325-$58,053
Grants to Domestic Individuals$41,592--$41,592
Pension Plan Contributions$28,819$3,913$2,225$34,957
Conferences and Meetings$6,112$392-$6,504
Depreciation Depletion$4,021$1,098-$5,119
Total Functional Expenses$9,337,022$1,582,873$133,127$11,053,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,053,022
Total Expenses per Audited Statements$10,975,288
Expenses per Audited Statements$10,827,175
Expenses Not Reported on Financial Statements$225,847
Expenses Not Reported on Form 990$148,113
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christian Community Foundation Inc Dba WaterstoneColorado Springs, CO501(c)(3)Transfer LLC Interest to Another 501c3$2,051,918
National Legal FoundationVirginia Beach, VA501(c)(3)Religious Liberty Legal Work$187,000
Impact Investing Charitable FoundationOverland Park, KS501(c)(3)Support Mission of Impact Investing Charitable Foundation$104,000
Change a Life FoundationLeesburg, VA501(c)(3)Displaced Afgans Arriving at Dulles Support$100,000
Northwell Health FoundationNew Hyde Park, NY501(c)(3)For Pediatric Cardiology Division$90,000
K'S ANGELSEl Paso, TX501(c)(3)Transfer LLC Interest to Another 501c3$72,900
Doctors Without Borders USA IncHagerstown, MD501(c)(3)Humarnitarian Medical Aid$65,100
Restoring the WellsLeesburg, VA501(c)(3)Ministry$63,000
Community Christian Service Agency IncSan Diego, CA501(c)(3)Support Human Services$60,000
Dodgertown Elementary SchoolVero Beach, FL501(c)(3)Smartlab for the Media Center$60,000
Reset180Reston, VA501(c)(3)General Support$60,000
St John Paull Ii Catholic Church ParishCarroll, IA501(c)(3)Religious$59,980
Susan G Komen Breast Cancer FoundationDallas, TX501(c)(3)Cancer Research$50,500
St Vincent De Paul SocietyIndianapolis, IN501(c)(3)Enable Them to Continue Serving the Poor in Indianapolis.$40,000
MASTER'S ACADEMY OF VERO BEACHVero Beach, FL501(c)(3)MASTER'S VO-TECH HIGH SCHOOL - ACE SOFTWARE SET UP AND CONTRACT SUPPORT, PACES CURRICULUM, FIRST YEAR RENT AND SCHOOL SUPPLIES.$35,195
Forcey Bible ChurchSilver Spring, MD501(c)(3)Pastor and Staff Appreciation Gift$35,000
St Jude Childrens Research HospitalMemphis, TN501(c)(3)To Provide Care for Those Who Need It Most$32,250
National Community ChurchWashington, DC501(c)(3)General Use -capital Hill$30,150
Crown Point Community Foundation IncCrown Point, IN501(c)(3)General Support$30,050
CHILDREN'S COMMUNITY SCHOOLMount Horeb, WI501(c)(3)For Capital Campaign to Build a New School Building.$30,000
Schoolcraft College FoundationLivonia, MI501(c)(3)2021-2022 Dei Stars Program Support - Year 2$26,000
Across NationsWindow Rock, AZ501(c)(3)Steve and Sharon Maus Fund$24,840
American Association for Cancer ResearchPhiladelphia, PA501(c)(3)Cancer Research$23,000
Zionsville Presbyterian ChurchZionsville, IN501(c)(3)NOAH'S ARC, FOOD PANTRY, ZPC GENERAL OPERATING$23,000
The Church of Jesus Christ of Latter-day SaintsSalt Lake City, UT501(c)(3)Support Religious Activities of the Church of Jesus Christ of Latter-day Saints$22,275
St Michael the Archangel Orthodox ChurchRedford, MI501(c)(3)Munaco Sunday Support$22,099
Regents of the University of MichiganAnn Arbor, MI501(c)(3)Child and Family Life$21,500
Ducks Unlimited IncMemphis, TN501(c)(3)Wetland Conservation$21,300
St James of NoviNovi, MI501(c)(3)Upgrade Church and School Information Technology or Other as Deemed Appropriate by Fr. Ed.$20,300
Autism Speaks IncPrinceton, NJ501(c)(3)To Support Autism Programs and Activities Within the State of Alabama$20,000
Boost OthersVienna, VA501(c)(3)Haiti Missions Work$20,000
Faith RxdLittleton, CO501(c)(3)Ministry$20,000
Texas Heritage Music FoundationFredericksburg, TX501(c)(3)Promote and Assist the Elderly With Music That Touches the Heart$20,000
The First Tee of Greater Washington DcWashington, DC501(c)(3)Fund the Dc Chapter Operations$20,000
Tree of Life Christian SchoolsColumbus, OH501(c)(3)Christian Education$20,000
Wishek Public SchoolWishek, ND501(c)(3)Donation for Stage Lights and Musical Equipment.$20,000
Manifested Goodness IncDoylestown, PA501(c)(3)Digital Media$19,160
Fellsmere Elementary SchoolFellsmere, FL501(c)(3)Technology for the Dual Language Program$19,158
Ekal Vidyalaya Foundation of USAHouston, TX501(c)(3)School Sponsorships in Tribal & Rural Areas$18,250
Congregation Beth IsraelAustin, TX501(c)(3)2021 Gala Sponsorship$18,198
CHEYANNA'S CHAMPIONS 4 CHILDRENAustin, TX501(c)(3)General Support$18,050
St Linus Catholic ChurchDearborn Heights, MI501(c)(3)General Support$18,045
Sarasota Memorial Healthcare FoundationSarasota, FL501(c)(3)General Support$17,050
Orange County School of the Arts FoundationSanta Ana, CA501(c)(3)Malia & Michaela Marchant, Ccd Conservatory$16,000
Mclean Bible ChurchVienna, VA501(c)(3)TO FURTHER GOD'S WORK IN THE DMV$15,600
Divine Grace Lutheran ChurchLake Orion, MI501(c)(3)Religious$15,320
Novi Community School DistrictNovi, MI501(c)(3)Donation$15,001
Mount Sinai Medical Center FoundationMiami Beach, FL501(c)(3)Society of Mount Sinai$15,000
Saddleback Valley Community ChurchLake Forest, CA501(c)(3)To Help Ministry$15,000
The Hun School of PrincetonPrinceton, NJ501(c)(3)Hun Fund$15,000
Youth for Christ USA IncEnglewood, CO501(c)(3)Help School$15,000
LEAH'S SISTERSIrving, TX501(c)(3)Southeast Asia Humanitarian Aid$14,400
Paradigm FoundationFairfax, VA501(c)(3)General Support$14,000
His Eye Is on the SparrowAnn Arbor, MI501(c)(3)Promotes Christian Spiritual Works of Mercy$13,200
Judson Baptist Church of Walker LouisianaWalker, LA501(c)(3)To Aid in Spreading the Gospel of Christ and Feeding Children and Widows$13,200
Lutheran Church of the Abiding PresenceBurke, VA501(c)(3)Religious$13,000
University of Detroit Jesuit High School and AcademyDetroit, MI501(c)(3)Endowment Fund$13,000
Meher Spiritual Center IncMyrtle Beach, SC501(c)(3)Maintain a Spiritual Retreat for Rest, Meditation, and Renewal of Spiritual Life$12,700
Rise Up FoundationMchenry, IL501(c)(3)For the Purpose of Providing Funding for Projects Specifically Focused on Enhancing the Quality of Life for Children and Their Families in Mchenry, Illinois.$12,500
Shalom AustinAustin, TX501(c)(3)2020 Annual Campagin$12,250
Pregnancy Care Center of MhcMartinsville, VA501(c)(3)General Support$12,200
Saint Gregory the Great Catholic ChurchOkatie, SC501(c)(3)Church Support$12,000
University of the Nations Kona IncKailuakona, HI501(c)(3)NIKOLAS & EMILY LEHNERT #6379$12,000
Veritas Impact PartnersAusin, TX501(c)(3)General Donation$12,000
Temple Rodef ShalomFalls Church, VA501(c)(3)General Charity - Religious$11,861
Eastern Florida State College FoundationMelbourne, FL501(c)(3)Clara Margarita Acevedo Scholarship$11,604
Youth on Their OwnTucson, AZ501(c)(3)To Support the High School Graduation and Continued Success of Homeless Youth by Providing Financial Assistance, Basic Human Needs, and Guidance$11,500
Anti-defamation LeagueNew York, NY501(c)(3)Adl Austin$11,300
Charity WaterNew York, NY501(c)(3)Fund One Water Project$11,200
Chabad of Austin IncAustin, TX501(c)(3)General Donation for Chabad Young Jewish Professionals of Austin$11,000
Pregnancy Resource CenterVista, CA501(c)(3)General Fund - to Support Evidence-based Medical Services and Education in the Areas of Sexual and Reproductive Health$11,000
Moss Hattie MRiverside, CA501(c)(3)General - Hattie Moss - Monthly Grant for Financially Needy$10,800
Seacoast Community ChurchEncinitas, CA501(c)(3)Operations$10,750
World Missions Advance IncDallas, TX501(c)(3)Religion Related, Spiritual Development$10,500
Ozone HouseYpsilanti, MI501(c)(3)For Use in Ozone House Operations$10,100
Jb Caring HeartsAlton, UT501(c)(3)To Provide Chicken Feed to Uganda to Feed Local Villages$10,070
Africa Inland Mission International IncorporatedPeachtree City, GA501(c)(3)Morad Ministry$10,000
All Stars Project IncNew York, NY501(c)(3)General Support$10,000
Alpha USANaperville, IL501(c)(3)Dmv -$10,000
Association of Graduates of the United States Military AcademyWest Point, NY501(c)(3)Veterans/military Service - a Club Support$10,000
Bateman WinonaMissoula, MT501(c)(3)1099 Nec - Box 3 - General - Winona Bateman - Fellowship Award Winner$10,000
Birth Choice of San MarcosSan Marcos, CA501(c)(3)General Support$10,000
Christ United Methodist ChurchFairfax Station, VA501(c)(3)General Fund$10,000
Church at the Falls - the Falls ChurchFalls Church, VA501(c)(3)For Use by the Fca as They See Fit.$10,000
Covenant House MichiganDetroit, MI501(c)(3)Support the Operations of Covenant House in Michigan$10,000
Crossroads Young Mens Christian Association IncCrown Point, IN501(c)(3)Annual Fund$10,000
Dc for JesusMclean, VA501(c)(3)Kingdom Expansion$10,000
Easter Seals - Michigan IncAuburn Hills, MI501(c)(3)Miracle League Baseball$10,000
Equine Rescue of AikenAiken, SC501(c)(3)Capital Campaign$10,000
Foundation of California State University Monterey BaySeaside, CA501(c)(3)Education$10,000
Hirshberg Foundation for Pancreatic Cancer ResearchLos Angeles, CA501(c)(3)Tour De Pier - Pk Spin Class$10,000
Impact Campus MinistriesMoscow, ID501(c)(3)Bema$10,000
Kingdom Life MinistriesVienna, VA501(c)(3)Tithe$10,000
ST JOSEPH'S VILLARichmond, VA501(c)(3)Memorial Contribution$10,000
San Diego Lesbian Gay Bisexual and Transgender Community CenterSan Diego, CA501(c)(3)General Support$10,000
Sanctity of Life MinistriesFairfax, VA501(c)(3)General Support$10,000
The Virginia HomeRichmond, VA501(c)(3)Memorial Contribution$10,000
University of Notre DameNotre Dame, IN501(c)(3)Sorin Society$10,000
University of VermontBurlington, VT501(c)(3)Sub-grant to the University of Vermont for Professor Trisha Shrum and Team to Carry Out a Literature Review of the Relationship Between Parenting and Climate Activism.$10,000
Urban Communications GroupHuntington Woods, MI501(c)(3)TO SUPPORT THE FILM ENTITLED, "CHOMOSOMALLY ENHANCED: WHAT IS YOUR SUPERPOWER?"$10,000
Ymca of SumterSumter, SC501(c)(3)WHERE IT'S NEEDED MOST - TO SUPPORT A PROGRAM THAT PLACES CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH ELEMENTS THAT BUILD A HEALTHY BODY, MIND, AND SPIRIT FOR THE ENTIRE POPULATION OF SUMTER COUNTY.$10,000
Cru Campus Crusade for ChristOrlando, FL501(c)(3)Scott and Andi Mitchell (0428951)$9,700
Independent Missionary Network (imn)Portage, IN501(c)(3)Electricity for Loarca Family in San Sebastin Lemoa, Quich, Guatemala$9,000
Ripe for Harvest World OutreachMonument, CO501(c)(3)TO BUILD HOMES FOR 3 FAMILIES: JOSUE/NORMA, CESAR/MIRTHA, LUIS/JUSTINA$9,000
Hoops for HopeDurham, NC501(c)(3)To Support Basketball Camps and Clinics Provided to Local Youth With Hopes of Making a Positive Impact on Their Young Lives.$8,456
Wayne State UniversityDetroit, MI501(c)(3)Wayne State Theater$8,161
Spelman CollegeAtlanta, GA501(c)(3)Financial Assistance to Students$8,080
Jews for JesusSan Francisco, CA501(c)(3)Convincing Jews That Jesus Is the Messiah$8,000
The School District of Indian River CountyVero Beach, FL501(c)(3)Events Sponsorship for Principals, Assistant Principals, and Retirees$8,000
Whyy IncPhiladelphia, PA501(c)(3)Adopt a School$8,000
Colonial Oaks Baptist ChurchSarasota, FL501(c)(3)Religious/ministry$7,905
Shining Hope FarmsCharlotte, NC501(c)(3)To Sponsor 3 Horses - Leo, Toto and Gambler. We Are Excited to Help Special Needs Children With Hippotherapy & Equine Therapy.$7,740
Boys and Girls Clubs of the Texas Hill CountryFredericksburg, TX501(c)(3)Valero$7,500
Fisher House Foundation IncRockville, MD501(c)(3)General Fund -where Needed$7,500
St Peter Lutheran ChurchMacomb, MI501(c)(3)Religious, Education, Community Support$7,500
Valero Energy FoundationSan Antonio, TX501(c)(3)Boys & Girls Club of the Hill Country$7,500
United Golfers AssociationWindermere, FL501(c)(3)To Continue the Mission of Strengthening the Black Community in the Sport of Golf Through New 501c3.$7,359
The New Horizons Foundation IncColorado Springs, CO501(c)(3)General Support$7,200
Fellowship Foundation IncBethesda, MD501(c)(3)For Latigo to Build a Home for Florence in Uganda - Begun in June 2021$7,000
St Thomas the Apostle ChurchCrystal Lake, IL501(c)(3)General Support$7,000
Washtenaw Alano ClubAnn Arbor, MI501(c)(3)March Match$7,000
Gleaners Community Food Bank IncDetroit, MI501(c)(3)To Feed Those Who Need It Most in These Times$6,870
National Multiple Sclerosis SocietyMinneapolis, MN501(c)(3)General Support (grace Mom)$6,655
American Heart Association (aha)Chicago, IL501(c)(3)Research and Education of African Americans and Heart Disease$6,555
Grace Centers of HopePontiac, MI501(c)(3)Help People$6,500
Cross Catholic OutreachWashington, DC501(c)(3)To Support the Work of Cross Catholic Outreach$6,400
Michigan State UniversityEast Lansing, MI501(c)(3)Public Radio$6,105
Wounded Warrior Project IncTopeka, KS501(c)(3)Support a Wounded Warrior$6,100
Purdue Research FoundationWest Lafayette, IN501(c)(3)Hhs & School of Agriculture$6,094
Child Protection Center IncSarasota, FL501(c)(3)General Support$6,000
Detroit Rescue Mission Ministries Genesis House I Ii Iii & OasisDetroit, MI501(c)(3)GENERAL SUPPORT: WHERE NEED IS GREATEST$6,000
Detroit Sports Media AssociationYpsilanti, MI501(c)(3)Sponsored Scholarship Give Away to Support Partnering Org Event and Their Mission of Inner City Kids Getting College Assistance.$6,000
Foundation for the Higher Good IncColumbia, MO501(c)(3)For Jonathan Rivas to Build a Home in Valle De Angeles, Honduras for Jose Gonzales & Leila Vallecillo and Their Four Children.$6,000
Socal Athletics IncSan Marcos, CA501(c)(3)Girls Volleyball$6,000
Young LifeLaytonsville, MD501(c)(3)Travel Expenses$6,000
ST LUKE'S EPISCOPALAtlanta, GA501(c)(3)Covid Pledge Over & Above$5,800
The Learning Club of ToledoSylvania, OH501(c)(3)Tosupport/advanceavailabilityoflearningclubprograms$5,770
Adat Shalom SynagogueFarmington Hills, MI501(c)(3)Yearly Dues$5,750
ALSACST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Health/medical Support$5,710
Meher Fund IncAtlanta, GA501(c)(3)General Purpose$5,700
Community Foundation of Boone County IncLebanon, IN501(c)(3)Vawter Fund Life Insurance$5,650
Province of St Joseph of the Capuchin OrderDetroit, MI501(c)(3)Belated Christmas Gift - Religious$5,620
American Lung AssociationChicago, IL501(c)(3)General Support (mom/betty/don)$5,555
Families for Depression AwarenessWaltham, MA501(c)(3)General Support (terry)$5,555
Ovarian Cancer Coalition of Greater WashingtonArlington, VA501(c)(3)General Support (vita)$5,555
National Kidney Foundation of Michigan IncAnn Arbor, MI501(c)(3)General Support (terry)$5,550
JILL'S HOUSE INCVienna, VA501(c)(3)To Serve Families Raising Children With Intellectual Disabilities$5,500
Piney Creek United Methodist ChurchSparta, NC501(c)(3)Feed People in Need and Bring Comfort to Them$5,500
Samuel Omogo FoundationWyoming, MI501(c)(3)To Help the Organization With Their Efforts to Provide Emergency Assistance to the People of Nigeria.$5,500
Paytons Play It Forward FoundationMetairie, LA501(c)(3)Youth Development$5,423
National Council of Jewish Women MiSouthfield, MI501(c)(3)Improving the Lives of Women, Children, Families$5,250
Shirdi Sai DarbarSunnyvale, CA501(c)(3)Temple Construction Costs$5,002

International Summary

Offices
0
Employees
0
Spending
$403,420

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 the Pacific - Australia, Brunei, Burma, Cambodia,Grants---$143,850
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grants---$73,543
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grants---$65,000
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grants---$44,527
Europe (including Iceland & Greenland)Grants---$32,500
North America - Canada and Mexico, But Not the United StatesGrants---$26,000
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grants---$18,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$171,067
Fundraising Gross Income$110,808
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Thf Golf Tournament$148,118$48,030$16,235$31,795
Sneaker Ball$74,271$15,597$26,375$-10,778
Total Events$283,290$105,068$145,174$-40,106
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 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
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Healey
Formed
2005
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
9
Employees
46
Volunteers
925

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:

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

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 148,113.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 148,113.

Raw XML AppendixShowing 400 of 2,339 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/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 PARTICIPANT'S SOCIAL NETWORKS. DEARTOMORROW ALSO PARTICIPATES IN GLOBAL EVENTS HELD BY THE UN AND OTHER INTERNATIONAL ORGANIZATIONS. THEIR FUNDRAISING TECHNIQUES FOCUS ON DONATIONS FROM INDIVIDUALS, CAMPAIGNS, PRIVATE GRANTS, AS WELL AS LARGE INTERNATIONAL GRANTS FROM ORGANIZATIONS THAT STRONGLY SUPPORT THEIR MISSION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0167333
IRS990/ProgSrvcAccomActy3Grp/GrantAmt046000
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 925 VOLUNTEERS FOR ALL OF UC IN 2021. 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 OPERATING UNDERNEATH A FISCAL SPONSOR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt07007116
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt05894977
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0321149
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08225627
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03863991
IRS990/PYInvestmentIncomeAmt06903907
IRS990/PYOtherExpensesAmt01695246
IRS990/PYOtherRevenueAmt0289365
IRS990/PYProgramServiceRevenueAmt0248738
IRS990/PYRevenuesLessExpensesAmt08963163
IRS990/PYSalariesCompEmpBnftPaidAmt01145237
IRS990/PYTotalExpensesAmt06704474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015667637
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011132183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0334683
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017083907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08225627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025695500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075475310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024798658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151279002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01737997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06521019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04080769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01281942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01063724
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014685451
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77980
IRS990ScheduleA/PublicSupportPY170Pct00.80610
IRS990ScheduleA/PublicSupportTotal170Amt0129420317
IRS990ScheduleA/SubstantialContributorsTotAmt021858685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017083907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08225627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025695500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075475310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024798658
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0151279002
IRS990ScheduleA/TotalSupportAmt0165964453
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0170159104
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/DisclosedForCharitablePrpsInd01

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
2021Detailed filing. Detailed filing data is available for this year.$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