Civic Intelligence

Sakyongs Foundation

990 • Fiscal year 2017 • EIN 20-4832237

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

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

65th percentile

0.23x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.66x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$37,037

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

9.9%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$697,983

Up $62,592 (+9.9%) from 2016

Net Assets

Up

$538,504

Up $62,560 (+13%) from 2016

Liabilities

Up

$159,479

Up $32 (+0.0%) from 2016

Revenue

Up

$239,967

Up $120,003 (+100%) from 2016

Expenses

Up

$155,316

Up $45,052 (+41%) from 2016

Net Income

Up

$84,651

Up $74,951 (+773%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$697,983
Liabilities$159,479
Net Assets$538,504

Operations Trend

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

2017

Revenue$239,967
Expenses$155,316
Net Income$84,651
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$1,006,031
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$552,386$646,055▲ $93,669
Rtn Earn Endowment Incm Other Fnds$475,944$538,504▲ $62,560
Cash and Non-Interest-Bearing Accounts$73,021$48,788▼ $24,233
Savings and Temporary Cash Investments$8,289$1,591▼ $6,698
Land, Buildings, and Equipment, Net$195$49▼ $146
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$635,391$697,983▲ $62,592
Other Assets Total$1,500$1,500→ $0
Liabilities
Other Liabilities$159,436$159,468▲ $32
Accounts Payable and Accrued Expenses$11$11→ $0
Total Liabilities$159,447$159,479▲ $32
Net Assets / Fund Balance
Total Net Assets Fund Balance$475,944$538,504▲ $62,560
Total Liabilities and Net Assets / Fund Balance$635,391$697,983▲ $62,592

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49$3,713$3,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$306,048$20,373▲ $70,532-$396,953
2016$271,732$13,435▲ $20,881-$306,048
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Sakyong Mipham RinpocheDirector First ClassPT$37,037$37,037
Jesse GrimesDirectorPT$27,504$27,504

Board Members and Trustees

NameTitle
Connie BrockDirector
Jeff WaltcherExecutive Director
Alexander HalpernSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$162,448
Program Service Revenue
$692
Investment Income
$76,827
Other Revenue
$0
All Other Contributions
$162,448
Change in Net Assets
$84,651

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 Amount
Securities Publicly Traded6$86,978
Total Noncash Contributions6$86,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,951
Other Expenses$32,617
Salaries, Compensation, and Employee Benefits$23,748
Total Fundraising Expense$1,836
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,951--$98,951
Other Salaries and Wages$9,180$7,344$1,836$18,360
Occupancy-$12,000-$12,000
Fees for Services Accounting-$7,915-$7,915
Payroll Taxes-$5,388-$5,388
Travel$4,421--$4,421
Office Expenses$1,752$2,203-$3,955
All Other Expenses$691$1,043-$1,734
Fees for Services Other-$993-$993
Insurance-$918-$918
Information Technology-$396-$396
Depreciation Depletion-$146-$146
Other Expenses-$139-$139
Total Functional Expenses$114,995$38,485$1,836$155,316
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shambhala USABoulder, 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.$46,336
Shambala Mountain CenterRed Feather Lakes, CO501(c)(3)To Support This Contemplative Center for the Exploration of Individual and Social Wisdom$31,450
Sakyong PotrangBoulder, CO501(c)(3)To Support the Organization That Is Committed to the Protection and Support of the Sakyong Lineage.$8,280
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Boulder Shambhala Center$159,426
Credit Card$42
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
No
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 11B

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
2018-11-08
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
2

Preparer

Firm
Anton Collins Mitchell Llp
Address
4999 PEARL EAST CIRCLE SUITE 300, BOULDER, CO 80301
Preparer
Christine Ludwig CPA
Phone
3034400399
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Nondividend distributions 396.

Financial Statement Notes

PART V, LINE 4:

The purpose of the boulder shambhala center endowment fund is to provide scholarships for classes and building capital improvements through the investment proceeds for generations to come. The purpose of the dorje kasung endowment fund is use investment proceeds to provide meditation and social training, personnel to church activities as well as scholarships to conferences and training intensives. The investment proceeds from the shambhala people of color scholarship endowment fund provide scholarship monies for people of color to attend teacher and meditation instructor trainings and advance meditation trainings. The view is to provide a path for people of color to be in teaching and leadership roles. The sakyong fund is a broad based endowment fund where the investment proceeds provide grants to initiatives that exemplify building a more enlightened society.

Raw XML AppendixShowing 400 of 525 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/AllOtherContributionsAmt0162448
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01043
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0691
IRS990/AllOtherExpensesGrp/TotalAmt01734
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/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt073021
IRS990/CashNonInterestBearingGrp/EOYAmt048788
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0162448
IRS990/CYGrantsAndSimilarPaidAmt098951
IRS990/CYInvestmentIncomeAmt076827
IRS990/CYOtherExpensesAmt032617
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0692
IRS990/CYRevenuesLessExpensesAmt084651
IRS990/CYSalariesCompEmpBnftPaidAmt023748
IRS990/CYTotalExpensesAmt0155316
IRS990/CYTotalFundraisingExpenseAmt01836
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0239967
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0146
IRS990/DepreciationDepletionGrp/TotalAmt0146
IRS990/Desc0THE 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt031342
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07915
IRS990/FeesForServicesAccountingGrp/TotalAmt07915
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0993
IRS990/FeesForServicesOtherGrp/TotalAmt0993
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/ReportableCompFromRltdOrgAmt037037
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt127504
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/SecuritiesAmt068916
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt098951
IRS990/GrantsToDomesticOrgsGrp/TotalAmt098951
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0834980
IRS990/GrossReceiptsAmt01006031
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0396
IRS990/InformationTechnologyGrp/TotalAmt0396
IRS990/InsuranceGrp/ManagementAndGeneralAmt0918
IRS990/InsuranceGrp/TotalAmt0918
IRS990/InvestmentIncomeGrp/ExclusionAmt07911
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07911
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0552386
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0646055
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03713
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0195
IRS990/LandBldgEquipBasisNetGrp/EOYAmt049
IRS990/LandBldgEquipCostOrOtherBssAmt03762
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0766064
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/NetAssetsOrFundBalancesBOYAmt0475944
IRS990/NetAssetsOrFundBalancesEOYAmt0538504
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt068916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt068916
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-22487
IRS990/NoncashContributionsAmt086978
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012000
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02203
IRS990/OfficeExpensesGrp/ProgramServicesAmt01752
IRS990/OfficeExpensesGrp/TotalAmt03955
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01500
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt0396
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/TotalAmt0139
IRS990/OtherLiabilitiesGrp/BOYAmt0159436
IRS990/OtherLiabilitiesGrp/EOYAmt0159468
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01836
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07344
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09180
IRS990/OtherSalariesAndWagesGrp/TotalAmt018360
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05388
IRS990/PayrollTaxesGrp/TotalAmt05388
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY WALTCHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0ADVISORY SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0692
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SHAMBHALA PEOPLE OF COLOR SCHOLARSHIP FUND GIVES SCHOLARSHIP GRANTS TO PEOPLE OF COLOR ON THE SHAMBHALA BUDDHIST PATH WHO ASPIRE TO ATTEND PROGRAMS AND TRAININGS THAT WILL ENABLE THEM TO CONTRIBUTE MORE FULLY TO SHAMBHALA SOCIETY AND TO BE OF BENEFIT TO OTHER PEOPLE OF COLOR WHO SHARE THEIR BACKGROUNDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08795
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05700
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt07085
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02495
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE SAKYONG FOUNDATION DEVELOPS ENDOWMENTS AND HELPS FUND PROJECTS THAT PROVIDE LONG-TERM SUPPORT FOR THE SHAMBHALA VISION OF ENLIGHTENED SOCIETY. OTHER PROJECTS INCLUDE THE SAKYONG FUND, THE SAKYONG WANGMO FUND, DONOR-ADVISED FUNDS AND ENDOWMENT FUNDS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt067773
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt065756
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt091099
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt052868
IRS990/PYInvestmentIncomeAmt028665
IRS990/PYOtherExpensesAmt024182
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0200
IRS990/PYRevenuesLessExpensesAmt09700
IRS990/PYSalariesCompEmpBnftPaidAmt033214
IRS990/PYTotalExpensesAmt0110264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0119964
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt084651
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0692
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0475944
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0538504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08289
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0199292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0287256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0863924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04840
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032668
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05669
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69300
IRS990ScheduleA/PublicSupportPY170Pct00.69480
IRS990ScheduleA/PublicSupportTotal170Amt0621367
IRS990ScheduleA/SubstantialContributorsTotAmt0242557
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt091099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0199292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0287256
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0863924
IRS990ScheduleA/TotalSupportAmt0896592
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0306048
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt020373
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0396953
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt070532
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0271732
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0306048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020881
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0263099
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0271732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1530
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0249759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025357
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0263099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07222
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4795
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0198612
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt033357
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0249759
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017790
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0112278
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt062556
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt061787
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt049
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03713
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03762
IRS990ScheduleD/FundsAndOtherAccountsContriAmt029797
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt035195
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt05
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0121890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0159426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BOULDER SHAMBHALA CENTER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE BOULDER SHAMBHALA CENTER ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS FOR CLASSES AND BUILDING CAPITAL IMPROVEMENTS THROUGH THE INVESTMENT PROCEEDS FOR GENERATIONS TO COME. THE PURPOSE OF THE DORJE KASUNG ENDOWMENT FUND IS USE INVESTMENT PROCEEDS TO PROVIDE MEDITATION AND SOCIAL TRAINING, PERSONNEL TO CHURCH ACTIVITIES AS WELL AS SCHOLARSHIPS TO CONFERENCES AND TRAINING INTENSIVES. THE INVESTMENT PROCEEDS FROM THE SHAMBHALA PEOPLE OF COLOR SCHOLARSHIP ENDOWMENT FUND PROVIDE SCHOLARSHIP MONIES FOR PEOPLE OF COLOR TO ATTEND TEACHER AND MEDITATION INSTRUCTOR TRAININGS AND ADVANCE MEDITATION TRAININGS. THE VIEW IS TO PROVIDE A PATH FOR PEOPLE OF COLOR TO BE IN TEACHING AND LEADERSHIP ROLES. THE SAKYONG FUND IS A BROAD BASED ENDOWMENT FUND WHERE THE INVESTMENT PROCEEDS PROVIDE GRANTS TO INITIATIVES THAT EXEMPLIFY BUILDING A MORE ENLIGHTENED SOCIETY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt049
IRS990ScheduleD/TotalLiabilityAmt0159468
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt08280
IRS990ScheduleI/RecipientTable/CashGrantAmt146336
IRS990ScheduleI/RecipientTable/CashGrantAmt231450
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(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 SUPPORT THIS CONTEMPLATIVE CENTER FOR THE EXPLORATION OF INDIVIDUAL AND SOCIAL WISDOM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAKYONG POTRANG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHAMBHALA USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHAMBALA MOUNTAIN CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0264115213
IRS990ScheduleI/RecipientTable/RecipientEIN1840637820
IRS990ScheduleI/RecipientTable/RecipientEIN2841535130
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01113 SPRUCE ST 405
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11345 SPRUCE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2151 SHAMBHALA WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOULDER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOULDER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RED FEATHER LAKES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd280545
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:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt06
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt086978
IRS990ScheduleM/ThirdPartiesUsedInd00
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 396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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 POTRANG
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 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0151 SHAMBHALA WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11345 SPRUCE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21113 SPRUCE STREET 405
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RED FEATHER LAKES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings