Civic Intelligence

Hope Enterprises Foundation Inc.

990 • Fiscal year 2018 • EIN 23-1914215

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 29, 2019

Organization ProfileWWW.HOPEABILITY.ORG
2401 Reach RoadWilliamsport, PA 17701

(570) 326-3745

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.04x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$119,695

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

67th percentile

6.8%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,320,913

Up $275,890 (+6.8%) from 2017

Net Assets

Up

$4,297,946

Up $368,786 (+9.4%) from 2017

Liabilities

Down

$22,967

Down $92,896 (-80%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin95th percentile

Revenue

Up

$521,229

Up $48,096 (+10%) from 2017

Expenses

Down

$161,945

Down $37,391 (-19%) from 2017

Net Income

Up

$359,284

Up $85,487 (+31%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,083,440Liabilities 2010: $94,432Net Assets 2010: $1,989,0082010Assets 2011: $2,454,212Liabilities 2011: $94,266Net Assets 2011: $2,359,9462011Assets 2012: $2,568,280Liabilities 2012: $32,510Net Assets 2012: $2,535,7702012Assets 2013: $2,631,846Liabilities 2013: $43,245Net Assets 2013: $2,588,6012013Assets 2014: $3,784,869Liabilities 2014: $125,287Net Assets 2014: $3,659,5822014Assets 2015: $3,750,060Liabilities 2015: $134,927Net Assets 2015: $3,615,1332015Assets 2016: $3,588,122Liabilities 2016: $61,192Net Assets 2016: $3,526,9302016Assets 2017: $4,045,023Liabilities 2017: $115,863Net Assets 2017: $3,929,1602017Assets 2018: $4,320,913Liabilities 2018: $22,967Net Assets 2018: $4,297,9462018Assets 2019: $4,609,078Liabilities 2019: $36,789Net Assets 2019: $4,572,2892019Assets 2020: $4,902,803Liabilities 2020: $116,008Net Assets 2020: $4,786,7952020Assets 2021: $6,020,719Liabilities 2021: $24,768Net Assets 2021: $5,995,9512021Assets 2022: $5,550,159Liabilities 2022: $116,686Net Assets 2022: $5,433,4732022Assets 2023: $6,239,414Liabilities 2023: $202,613Net Assets 2023: $6,036,8012023Assets 2024: $7,240,760Liabilities 2024: $257,478Net Assets 2024: $6,983,2822024Assets 2025: $7,963,662Liabilities 2025: $127,553Net Assets 2025: $7,836,1092025

Highlighted filing

2018

Assets$4,320,913
Liabilities$22,967
Net Assets$4,297,946
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.0M$500K$0Expenses 2010: $103,6092010Expenses 2011: $116,5892011Expenses 2012: $84,8242012Revenue 2013: $272,082Expenses 2013: $265,556Net Income 2013: $6,5262013Revenue 2014: $952,165Expenses 2014: $91,330Net Income 2014: $860,8352014Revenue 2015: $227,786Expenses 2015: $164,999Net Income 2015: $62,7872015Revenue 2016: $253,085Expenses 2016: $181,825Net Income 2016: $71,2602016Revenue 2017: $473,133Expenses 2017: $199,336Net Income 2017: $273,7972017Revenue 2018: $521,229Expenses 2018: $161,945Net Income 2018: $359,2842018Revenue 2019: $321,966Expenses 2019: $144,690Net Income 2019: $177,2762019Revenue 2020: $279,682Expenses 2020: $159,035Net Income 2020: $120,6472020Revenue 2021: $449,368Expenses 2021: $135,177Net Income 2021: $314,1912021Revenue 2022: $510,532Expenses 2022: $132,273Net Income 2022: $378,2592022Revenue 2023: $359,412Expenses 2023: $143,065Net Income 2023: $216,3472023Revenue 2024: $569,676Expenses 2024: $134,885Net Income 2024: $434,7912024Revenue 2025: $501,592Expenses 2025: $145,574Net Income 2025: $356,0182025

Highlighted filing

2018

Revenue$521,229
Expenses$161,945
Net Income$359,284
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 29, 2019
Return Version
2017v2.3
Gross Receipts
$3,713,412
Mission and Program Overview

Mission

Enhancing the lives of people with developmental disabilities by providing them with responsive services and supports.

To enhance the quality of life and benefit the inhabitants of the areas which it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,501,833$3,889,510▲ $387,677
Savings and Temporary Cash Investments$528,140$429,093▼ $99,047
Accounts Receivable$15,050$2,310▼ $12,740
Total Assets$4,045,023$4,320,913▲ $275,890
Liabilities
Accounts Payable and Accrued Expenses$13,116$21,655▲ $8,539
Other Liabilities$102,747$1,312▼ $101,435
Total Liabilities$115,863$22,967▼ $92,896
Net Assets / Fund Balance
Unrestricted Net Assets$2,748,167$3,080,180▲ $332,013
Temporarily Rstr Net Assets$1,027,216$1,063,989▲ $36,773
Permanently Rstr Net Assets$153,777$153,777→ $0
Total Net Assets Fund Balance$3,929,160$4,297,946▲ $368,786
Total Liabilities and Net Assets / Fund Balance$4,045,023$4,320,913▲ $275,890
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Robert LabatchPresident$119,695$119,695
Joel E Weaver JrVice President & CFO$118,172$118,172
Mark D ThompsonVice President$108,573$108,573

Board Members and Trustees

NameTitle
Jerry L WertzChairman
Lauren C BrysonPast Chairman
James K ShillennVice Chairman
Barry K RakeDirector
Candace P DewarDirector
Charley HallDirector
Cindy BrindgerDirector
Donna L BastianDirector
Dr Don C AdamsDirector
Edward PawlakDirector
Glen Smith IiDirector
Susan a GreeneDirector
Suzanne T StopperDirector
Theresa PhillipsDirector
David L StroehmannDirector Emeritus
George D GoldenDirector Emeritus
William H FishDirector Emeritus
George JohnsonSecretary
Michael P BarclayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,935
Program Service Revenue
$0
Investment Income
$196,774
Other Revenue
$-29,480
All Other Contributions
$268,916
Change in Net Assets
$359,284

Audited Revenue Reconciliation

Revenue per Audited Statements
$567,533
Revenue Not Reported on Financial Statements
$-46,304
Revenue Not Reported on Form 990
$-15,489
Other Revenue Adjustments
$-46,304
Total Revenue per Audited Statements
$552,044
Total Revenue per Form 990
$521,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,945
Total Fundraising Expense$18,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$92,998-$92,998
Fees for Service Investment Mgmnt Fees-$24,991-$24,991
Fees for Services Accounting--$9,050$9,050
All Other Expenses--$8,451$8,451
Insurance-$2,158-$2,158
Other Expenses-$2,127-$2,127
Advertising--$951$951
Office Expenses-$150-$150
Total Functional Expenses$0$143,493$18,452$161,945

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$183,258
Total Expenses per Form 990$161,945
Expenses per Audited Statements$136,954
Expenses Not Reported on Form 990$46,304
Expenses Not Reported on Financial Statements$24,991
Other Expense Adjustments$24,991
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$46,304
Fundraising Gross Income$16,704
Gaming Gross Income$120
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$101,723$16,704$9,545$7,159
Total Events$101,723$16,704$46,304$-29,600
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$1,312
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed in detail by the cfo and ceo. A copy was then submitted to the board for review and approval prior to filing.”

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

“All members of the board of directors sign a conflict of interest statement every two years. Forms are collected and reviewed by the executive assistant. Directors then abstain from voting if they have a conflict. There is a conflict of interest policy in the personnel policies for all staff which is enforced to the best of management's abilities when situations become known. Officers must annually sign a conflict of interest statement which are maintained on file with the president's assistant.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined based on historical pay rates for the appropriate position by the foundation's affiliate, hope enterprises, inc. (the "hei"). Hei has a human resources management committee comprised of board members and appropriate executive management staff. The committee ensures that personnel policies are in place, reviews any related policy issues/questions, approves significant wage scale changes, etc. Compensation is determined by considering market values, employee performance, and budgetary considerations. The president's performance and compensation is reviewed annually by the executive committee. Compensation review is documented via executive committee minutes.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Hope Enterprises Foundation Inc
EIN
23-1914215
Phone
5703263745
Address
2401 REACH ROAD, WILLIAMSPORT, PA 17701

Signing Officer

Name
Robert Labatch
Title
President
Phone
5703263745
Signed
2019-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Labatch
Formed
1952
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
15

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1000 COMMERCE PARK DR, WILLIAMSPORT, PA 17701
Preparer
Jaime L Kuntz CPA
Phone
5703236023
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2018 and 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees netted to investment income on financials -24,991.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses -46,304.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 46,304.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees netted to investment income on financials 24,991.”

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IRS990/Desc0IN 1987, THE HOPE ENTERPRISES FOUNDATION, INC. WAS FORMED TO DRIVE THE OPPORTUNITY FOR IMPACT, DEVELOPMENT, RESOURCES, AND EDUCATION TO PEOPLE WITH DISABILITIES, THEIR FAMILIES, AND OUR COMMUNITIES. ONE WAY OUR FOUNDATION HAS MADE AN IMPACT INCLUDES OUR RECEIVING OF A GRANT FROM THE ALLONE FOUNDATION IN WILKES-BARRE, PA. FUNDS HAVE BEEN ACCEPTED TO CREATE AN AUTISM COLLABORATIVE CENTER FOR EXCELLENCE (ACCE) ON HOPE'S CHILDREN'S CAMPUS IN WILLIAMSPORT. DESPITE ITS LOCATION, THIS NEW SERVICE WILL PROVIDE RESOURCES AND REFERRAL SERVICES FOR CHILDREN, ADOLESCENTS, ADULTS AND THEIR FAMILIES WITH AN AUTISM SPECTRUM DISORDER (ASD). ADULTS WITH DISABILITIES HAVE THE RIGHT TO ACHIEVE AN EVERYDAY LIFE, NO DIFFERENT THAN ANY OTHERS. THE HOPE FOUNDATION REMAINS COMMITTED TO SUPPORTING HOPE'S SERVICES, OUR COMMUNITY PARTNERS, AND DONORS, BY CONTRIBUTING SUBSTANTIAL FUNDS FOR CREATING OPPORTUNITIES AND EXPERIENCE THAT WILL ENHANCE HOPE'S MISSION.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2112920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20105084
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2191996
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt085019
IRS990/FundraisingDirectExpensesAmt046304
IRS990/FundraisingGrossIncomeAmt016704
IRS990/GainOrLossGrp/SecuritiesAmt0129460
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt0120
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03275339
IRS990/GrossReceiptsAmt03713412
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02158
IRS990/InsuranceGrp/TotalAmt02158
IRS990/InvestmentIncomeGrp/ExclusionAmt067314
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067314
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03501833
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03889510
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03145879
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THEM WITH RESPONSIVE SERVICES AND SUPPORTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03929160
IRS990/NetAssetsOrFundBalancesEOYAmt04297946
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0129460
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0129460
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-29600
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-29600
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0120
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09502
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0150
IRS990/OfficeExpensesGrp/TotalAmt0150
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL DINNER
IRS990/OtherExpensesGrp/Desc1COMMUNITY ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021069
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12127
IRS990/OtherExpensesGrp/TotalAmt021069
IRS990/OtherExpensesGrp/TotalAmt12127
IRS990/OtherLiabilitiesGrp/BOYAmt0102747
IRS990/OtherLiabilitiesGrp/EOYAmt01312
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0153777
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0153777
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT LABATCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0294700
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0199009
IRS990/PYOtherExpensesAmt0199336
IRS990/PYOtherRevenueAmt0-20576
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0273797
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0199336
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0473133
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0359284
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0528140
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0429093
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2014 AMOUNT: $ 15.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0268916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0197510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0160128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0864230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01627965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt067314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt089428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt092418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt074729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt052493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0376382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35470
IRS990ScheduleA/PublicSupportPY170Pct00.39340
IRS990ScheduleA/PublicSupportTotal170Amt0710963
IRS990ScheduleA/SubstantialContributorsTotAmt0917002
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0268916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0197510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0160128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0864230
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01627965
IRS990ScheduleA/TotalSupportAmt02004362
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt046304
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024991
IRS990ScheduleD/ExpensesSubtotalAmt0136954
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09502
IRS990ScheduleD/OtherExpensesIncludedAmt046304
IRS990ScheduleD/OtherExpensesNotIncludedAmt024991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01312
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0-24991
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-46304
IRS990ScheduleD/RevenueNotReportedAmt0-15489
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-46304
IRS990ScheduleD/RevenueSubtotalAmt0567533
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2018 AND 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES NETTED TO INVESTMENT INCOME ON FINANCIALS -24,991.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES -46,304.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EVENT EXPENSES 46,304.

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,320,913
Liabilities
$22,967
Net assets
$4,297,946
Revenue
$521,229
Expenses
$161,945
Net income
$359,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.96$0.13$7.84$0.50$0.15$0.36
2024Detailed filing. Detailed filing data is available for this year.$7.24$0.26$6.98$0.57$0.13$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.24$0.20$6.04$0.36$0.14$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.12$5.43$0.51$0.13$0.38
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.02$6.00$0.45$0.14$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.12$4.79$0.28$0.16$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.04$4.57$0.32$0.14$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.02$4.30$0.52$0.16$0.36
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.12$3.93$0.47$0.20$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.06$3.53$0.25$0.18$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.13$3.62$0.23$0.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.13$3.66$0.95$0.09$0.86
2013Summary only. Only limited summary data is available for this year.$2.63$0.04$2.59$0.27$0.27$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.03$2.54$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.09$2.36$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.09$1.99$0.10