Civic Intelligence

Sakyongs Foundation

990 • Fiscal year 2015 • EIN 20-4832237

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.SAKYONGFOUNDATION.ORG
700 Pearl Street 3Boulder, CO 80302

(303) 815-1588

Siviq Scores

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

Liabilities / Assets

74th percentile

0.26x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.62x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$53,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$610,006

Up $92,703 (+18%) from 2014

Net Assets

Up

$450,554

Up $82,568 (+22%) from 2014

Liabilities

Up

$159,452

Up $10,135 (+6.8%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin90th percentile

Revenue

Up

$256,015

Up $47,128 (+23%) from 2014

Expenses

Up

$147,808

Up $19,803 (+15%) from 2014

Net Income

Up

$108,207

Up $27,325 (+34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$800K$600K$400K$200K$0Assets 2011: $291,512Liabilities 2011: $25,000Net Assets 2011: $266,5122011Assets 2012: $361,866Liabilities 2012: $92,900Net Assets 2012: $268,9662012Assets 2013: $463,217Liabilities 2013: $118,884Net Assets 2013: $344,3332013Assets 2014: $517,303Liabilities 2014: $149,317Net Assets 2014: $367,9862014Assets 2015: $610,006Liabilities 2015: $159,452Net Assets 2015: $450,5542015Assets 2016: $635,391Liabilities 2016: $159,447Net Assets 2016: $475,9442016Assets 2017: $697,983Liabilities 2017: $159,479Net Assets 2017: $538,5042017Assets 2018: $615,389Liabilities 2018: $164,521Net Assets 2018: $450,8682018Assets 2019: $608,884Liabilities 2019: $164,806Net Assets 2019: $444,0782019

Highlighted filing

2015

Assets$610,006
Liabilities$159,452
Net Assets$450,554
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $573,0092011Expenses 2012: $216,6362012Revenue 2013: $282,834Expenses 2013: $218,801Net Income 2013: $64,0332013Revenue 2014: $208,887Expenses 2014: $128,005Net Income 2014: $80,8822014Revenue 2015: $256,015Expenses 2015: $147,808Net Income 2015: $108,2072015Revenue 2016: $119,964Expenses 2016: $110,264Net Income 2016: $9,7002016Revenue 2017: $239,967Expenses 2017: $155,316Net Income 2017: $84,6512017Revenue 2018: $524,438Expenses 2018: $584,234Net Income 2018: -$59,7962018Revenue 2019: $58,057Expenses 2019: $98,135Net Income 2019: -$40,0782019

Highlighted filing

2015

Revenue$256,015
Expenses$147,808
Net Income$108,207
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$616,354
Mission and Program Overview

Mission

Established by the sakyong, jamgon mipham rinpoche, the foundation provides support to organizations and projects whose activities exemplify the vision of shambhala, a contemplative tradition grounded in the view that the path to peace for individuals and society is based on the cultivation of universal human qualities: wisdom, compassion, and courage.

To provide support to organizations whose activities exemplify the vision of shambhala.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$449,447$515,860▲ $66,413
Rtn Earn Endowment Incm Other Fnds$367,986$450,554▲ $82,568
Cash and Non-Interest-Bearing Accounts$48,674$81,829▲ $33,155
Pledges and Grants Receivable$14,350--
Savings and Temporary Cash Investments$500$10,476▲ $9,976
Other Notes and Loans Receivable, Net$2,000--
Land, Buildings, and Equipment, Net$487$341▼ $146
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$517,303$610,006▲ $92,703
Other Assets Total$1,845$1,500▼ $345
Liabilities
Other Liabilities$149,306$159,441▲ $10,135
Accounts Payable and Accrued Expenses$11$11→ $0
Total Liabilities$149,317$159,452▲ $10,135
Net Assets / Fund Balance
Total Net Assets Fund Balance$367,986$450,554▲ $82,568
Total Liabilities and Net Assets / Fund Balance$517,303$610,006▲ $92,703

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$341$3,421$3,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$263,099$13,163▼ $1,530-$271,732
2014$249,759$25,357▼ $4,795-$263,099
2013$198,612$33,357▲ $17,790-$249,759
2012$156,432$37,632▲ $4,548-$198,612
2011$136,690$14,486▲ $5,256-$156,432
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sakyong Mipham RinpocheDirector First ClassPT$53,000$53,000
Jesse GrimesDirectorPT$15,204$15,204

Board Members and Trustees

NameTitle
Connie BrockDirector
Jeff WaltcherExecutive Director
Alexander HalpernSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$199,292
Program Service Revenue
$456
Investment Income
$56,267
Other Revenue
$0
All Other Contributions
$199,292
Change in Net Assets
$108,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,417
Other Expenses$26,164
Salaries, Compensation, and Employee Benefits$16,227
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,417--$105,417
Other Salaries and Wages-$14,140-$14,140
Occupancy-$11,000-$11,000
Office Expenses-$5,101-$5,101
Fees for Services Accounting-$4,063-$4,063
Payroll Taxes-$2,087-$2,087
Advertising-$1,562-$1,562
Fees for Services Other-$1,260-$1,260
Insurance-$689-$689
Depreciation Depletion-$146-$146
Fees for Service Investment Mgmnt Fees-$107-$107
Other Expenses-$106-$106
Travel-$90-$90
Total Functional Expenses$105,417$42,391$0$147,808
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shambhala InternationalBoulder, CO501(c)(3)To Provide Support to Dorje Kasung International, a Subsidiary of Shambhala International. It Is the Largest Volunteer Service Organization With Shambhala That Provides Protection for the Physical Spaces, the Teachers and Teachings and Promotes Health and Well Being Community Care Services.$33,056
Sakyong LadrangBoulder, CO501(c)(3)To Support the Organization That Is Committed to the Protection and Support of the Sakyong Lineage.$8,300
Complexity Is LLCNew York, NY-To Help the New York Shambhala Center With Leadership Development, Staff Development and Outreach.$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mipham RinpocheDirectorMipham Rinpoche Is Paid a Salary by Shambhala International.No$53,000
Jesse GrimesDirectorJesse Grimes Receives a Salary From Shambhala International.No$15,204
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Boulder Shambhala Center$159,426
Credit Card$15
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing bodies.”

Form 990, Part VI, Section B, Line 11

“It is the policy of the foundation to present the form 990 to the board of directors for their review before the return is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to members of the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Sakyong Foundation
EIN
20-4832237
Phone
3038151588
Address
700 PEARL STREET 3, BOULDER, CO 80302

Signing Officer

Name
Jeffrey Waltcher
Title
Executive Director
Phone
3038151588
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Waltcher
Formed
2006
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
3
Employees
1
Volunteers
18

Preparer

Firm
Anton Collins Mitchell Llp
Address
4999 PEARL EAST CIRCLE SUITE 300, BOULDER, CO 80301
Preparer
W F Jones Jr CPA
Phone
3034400399
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Nondividend distributions 420.”

Raw XML AppendixShowing 400 of 515 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO ORGANIZATIONS WHOSE ACTIVITIES EXEMPLIFY THE VISION OF SHAMBHALA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01562
IRS990/AdvertisingGrp/TotalAmt01562
IRS990/AllOtherContributionsAmt0199292
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE VOSPER
IRS990/BooksInCareOfDetail/PhoneNum03038151588
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 PEARL STREET 3
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOULDER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080302
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt048674
IRS990/CashNonInterestBearingGrp/EOYAmt081829
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0199292
IRS990/CYGrantsAndSimilarPaidAmt0105417
IRS990/CYInvestmentIncomeAmt056267
IRS990/CYOtherExpensesAmt026164
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0456
IRS990/CYRevenuesLessExpensesAmt0108207
IRS990/CYSalariesCompEmpBnftPaidAmt016227
IRS990/CYTotalExpensesAmt0147808
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256015
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0146
IRS990/DepreciationDepletionGrp/TotalAmt0146
IRS990/Desc0SEE SCHEDULE OBOULDER SHAMBHALA CENTER ENDOWMENT SUPPORTS THE BOULDER BRANCH OF A GLOBAL NETWORK OF MEDITATION AND CONTEMPLATIVE ARTS CENTERS. THERE ARE MORE THAN 170 CENTERS AND GROUPS AROUND THE WORLD, AS WELL AS THOUSANDS OF INDIVIDUAL MEMBERS. SHAMBHALA MEDITATION CENTERS OFFER COURSES IN MEDITATION AND OTHER CONTEMPLATIVE ARTS AND DISCIPLINES AND ALSO HOST COMMUNITY GATHERINGS, CELEBRATIONS AND FAMILY EVENTS. IN COMMUNITY LIFE, SHAMBHALA ENDEAVORS TO PUT INTO PRACTICE THE PRINCIPLES OF COURAGE AND COMPASSION. THIS HELPS INDIVIDUALS TO EXPERIENCE DAILY LIFE AS A CONSTANT OPPORTUNITY FOR SPIRITUAL PRACTICE AND SOCIAL SERVICE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt060309
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04063
IRS990/FeesForServicesAccountingGrp/TotalAmt04063
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01260
IRS990/FeesForServicesOtherGrp/TotalAmt01260
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0107
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0107
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0SAKYONG MIPHAM RINPOCHE
IRS990/Form990PartVIISectionAGrp/PersonNm1JESSE GRIMES
IRS990/Form990PartVIISectionAGrp/PersonNm2ALEXANDER HALPERN
IRS990/Form990PartVIISectionAGrp/PersonNm3CONNIE BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF WALTCHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt053000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt115204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR FIRST CLASS
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt049872
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt060309
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0105417
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0105417
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0410211
IRS990/GrossReceiptsAmt0616354
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0689
IRS990/InsuranceGrp/TotalAmt0689
IRS990/InvestmentIncomeGrp/ExclusionAmt06395
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06395
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0449447
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0515860
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03421
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0487
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0341
IRS990/LandBldgEquipCostOrOtherBssAmt03762
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0360339
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHED BY THE SAKYONG, JAMGON MIPHAM RINPOCHE, THE FOUNDATION PROVIDES SUPPORT TO ORGANIZATIONS AND PROJECTS WHOSE ACTIVITIES EXEMPLIFY THE VISION OF SHAMBHALA, A CONTEMPLATIVE TRADITION GROUNDED IN THE VIEW THAT THE PATH TO PEACE FOR INDIVIDUALS AND SOCIETY IS BASED ON THE CULTIVATION OF UNIVERSAL HUMAN QUALITIES: WISDOM, COMPASSION, AND COURAGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0367986
IRS990/NetAssetsOrFundBalancesEOYAmt0450554
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt049872
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049872
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26059
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011000
IRS990/OccupancyGrp/TotalAmt011000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05101
IRS990/OfficeExpensesGrp/TotalAmt05101
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01845
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt0420
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1106
IRS990/OtherExpensesGrp/TotalAmt02040
IRS990/OtherExpensesGrp/TotalAmt1106
IRS990/OtherLiabilitiesGrp/BOYAmt0149306
IRS990/OtherLiabilitiesGrp/EOYAmt0159441
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014140
IRS990/OtherSalariesAndWagesGrp/TotalAmt014140
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02087
IRS990/PayrollTaxesGrp/TotalAmt02087
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014350
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY WALTCHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0ADVISORY SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0456
IRS990/ProgSrvcAccomActy2Grp/Desc0CASA WERMA PROJECT-SUPPORT FOR SECURING THE TITLE TO THE PROPERTY OF THIS EDUCATIONAL CENTER IN PATZCUARO, MEXICO THAT OFFERS PROGRAMMING IN MEDITATIVE AND CONTEMPLATIVE PRACTICES AND SEMINARS IN ENLIGHTENED LEADERSHIP AND ENGAGEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028548
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028548
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE OTHE DORJE KASUNG OPERATIONAL FUND AND ENDOWMENT IS AN OPERATIONAL GRANT TO ASSIST IN THE SUPPORT OF THE LARGEST VOLUNTEER SERVICE ORGANIZATION WITH SHAMBHALA THAT PROVIDES PROTECTION FOR THE PHYSICAL SPACES, THE TEACHERS AND TEACHINGS AND PROMOTES HEALTH AND WELL BEING COMMUNITY CARE SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016560
IRS990/ProgSrvcAccomActy3Grp/GrantAmt016560
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0123829
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087464
IRS990/PYInvestmentIncomeAmt084758
IRS990/PYOtherExpensesAmt023065
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0300
IRS990/PYRevenuesLessExpensesAmt080882
IRS990/PYSalariesCompEmpBnftPaidAmt017476
IRS990/PYTotalExpensesAmt0128005
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0208887
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0108207
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0456
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0367986
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0450554
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0500
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0123829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0287256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0233089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0959685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041792
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065303
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034555
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66680
IRS990ScheduleA/PublicSupportPY170Pct00.70560
IRS990ScheduleA/PublicSupportTotal170Amt0683477
IRS990ScheduleA/SubstantialContributorsTotAmt0276208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0123829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0287256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0233089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0959685
IRS990ScheduleA/TotalSupportAmt01024988
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0263099
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013163
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0271732
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1530
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0249759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0263099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07222
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4795
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0198612
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033357
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0249759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0156432
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt037632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0198612
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0136690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt014486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0156432
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05256
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt035000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt047917
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt015279
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0341
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03421
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03762
IRS990ScheduleD/FundsAndOtherAccountsContriAmt033500
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt050477
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt09
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt015779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0159426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BOULDER SHAMBHALA CENTER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0341
IRS990ScheduleD/TotalLiabilityAmt0159441
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt08300
IRS990ScheduleI/RecipientTable/CashGrantAmt133056
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ORGANIZATION THAT IS COMMITTED TO THE PROTECTION AND SUPPORT OF THE SAKYONG LINEAGE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SUPPORT TO DORJE KASUNG INTERNATIONAL, A SUBSIDIARY OF SHAMBHALA INTERNATIONAL. IT IS THE LARGEST VOLUNTEER SERVICE ORGANIZATION WITH SHAMBHALA THAT PROVIDES PROTECTION FOR THE PHYSICAL SPACES, THE TEACHERS AND TEACHINGS AND PROMOTES HEALTH AND WELL BEING COMMUNITY CARE SERVICES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO HELP THE NEW YORK SHAMBHALA CENTER WITH LEADERSHIP DEVELOPMENT, STAFF DEVELOPMENT AND OUTREACH.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAKYONG LADRANG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHAMBHALA INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMPLEXITY IS LLC
IRS990ScheduleI/RecipientTable/RecipientEIN0264115213
IRS990ScheduleI/RecipientTable/RecipientEIN1840637820
IRS990ScheduleI/RecipientTable/RecipientEIN2474756865
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0885 ARAPAHOE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11345 SPRUCE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt237 WEST 21ST STREET STE 1003
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOULDER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOULDER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECORDS GRANTS MADE TO SUPPORT OTHER CHARITABLE ORGANIZATIONS WITH SIMILAR PURPOSES AS THE SAKYONG FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MIPHAM RINPOCHE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JESSE GRIMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt053000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt115204
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MIPHAM RINPOCHE IS PAID A SALARY BY SHAMBHALA INTERNATIONAL.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1JESSE GRIMES RECEIVES A SALARY FROM SHAMBHALA INTERNATIONAL.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS THE POLICY OF THE FOUNDATION TO PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONDIVIDEND DISTRIBUTIONS 420.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHAMBHALA MOUNTAIN CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHAMBHALA INTERNATIONAL VAJRADHATU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SAKYONG LADRANG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0841535130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1840637820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2264115213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING AND EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT OF SHAMBHALA CENTERS WORLDWIDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SUPPORT AND PROTECTION OF THE SAKYONG LINEAGE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04921 COUNTY ROAD 68C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,006
Liabilities
$159,452
Net assets
$450,554
Revenue
$256,015
Expenses
$147,808
Net income
$108,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.09$1.65$4.44$0.58$0.98$0.40
2018Detailed filing. Detailed filing data is available for this year.$6.15$1.65$4.51$5.24$5.84$0.60
2017Detailed filing. Detailed filing data is available for this year.$6.98$1.59$5.39$2.40$1.55$0.85
2016Detailed filing. Detailed filing data is available for this year.$6.35$1.59$4.76$1.20$1.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.10$1.59$4.51$2.56$1.48$1.08
2014Detailed filing. Detailed filing data is available for this year.$5.17$1.49$3.68$2.09$1.28$0.81
2013Detailed filing. Detailed filing data is available for this year.$4.63$1.19$3.44$2.83$2.19$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.93$2.69$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.25$2.67$5.73