Civic Intelligence

Esa Foundation

990 • Fiscal year 2018 • EIN 23-7099403

Jun 01, 2017 to May 31, 2018 • Filed on Oct 11, 2018

Organization ProfileWWW.EPSILONSIGMAALPHA.ORG
363 West Drake RoadFort Collins, CO 80526

(970) 223-2824

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.70x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$5,322,941

Up $306,668 (+6.1%) from 2017

Net Assets

Up

$4,988,327

Up $212,489 (+4.4%) from 2017

Liabilities

Up

$334,614

Up $94,179 (+39%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin9th percentile

Revenue

Down

$478,419

Down $357,858 (-43%) from 2017

Expenses

Up

$620,590

Up $74,045 (+14%) from 2017

Net Income

Down

-$142,171

Down $431,903 (-149%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,180,852Liabilities 2012: $218,250Net Assets 2012: $2,962,6022012Assets 2013: $3,991,288Liabilities 2013: $176,000Net Assets 2013: $3,815,2882013Assets 2014: $4,488,975Liabilities 2014: $238,650Net Assets 2014: $4,250,3252014Assets 2015: $4,703,080Liabilities 2015: $268,632Net Assets 2015: $4,434,4482015Assets 2016: $4,478,108Liabilities 2016: $283,034Net Assets 2016: $4,195,0742016Assets 2017: $5,016,273Liabilities 2017: $240,435Net Assets 2017: $4,775,8382017Assets 2018: $5,322,941Liabilities 2018: $334,614Net Assets 2018: $4,988,3272018Assets 2025: $6,352,600Liabilities 2025: $204,966Net Assets 2025: $6,147,6342025

Highlighted filing

2018

Assets$5,322,941
Liabilities$334,614
Net Assets$4,988,327
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $655,4052012Expenses 2013: $627,4542013Revenue 2014: $737,600Expenses 2014: $707,877Net Income 2014: $29,7232014Revenue 2015: $938,984Expenses 2015: $651,950Net Income 2015: $287,0342015Revenue 2016: $662,663Expenses 2016: $655,630Net Income 2016: $7,0332016Revenue 2017: $836,277Expenses 2017: $546,545Net Income 2017: $289,7322017Revenue 2018: $478,419Expenses 2018: $620,590Net Income 2018: -$142,1712018Revenue 2025: $866,096Expenses 2025: $400,344Net Income 2025: $465,7522025

Highlighted filing

2018

Revenue$478,419
Expenses$620,590
Net Income-$142,171
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$529,732
Mission and Program Overview

Mission

To develop philanthropic activities of volunteers, provide assistance to established programs that serve human needs, and produce new programs to improve the quality of life.

Develop educational programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,733,995$5,056,718▲ $322,723
Savings and Temporary Cash Investments$246,516$234,500▼ $12,016
Land, Buildings, and Equipment, Net$35,762$31,723▼ $4,039
Total Assets$5,016,273$5,322,941▲ $306,668
Liabilities
Grants Payable$138,600$213,300▲ $74,700
Accounts Payable and Accrued Expenses$101,835$121,314▲ $19,479
Total Liabilities$240,435$334,614▲ $94,179
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,107,774$3,332,000▲ $224,226
Permanently Rstr Net Assets$1,052,530$1,064,373▲ $11,843
Unrestricted Net Assets$615,534$591,954▼ $23,580
Total Net Assets Fund Balance$4,775,838$4,988,327▲ $212,489
Total Liabilities and Net Assets / Fund Balance$5,016,273$5,322,941▲ $306,668

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,723$60,600$92,323

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,443,461$96,144▲ $361,165$263,663$4,637,107
2016$3,829,424$360,459▲ $385,112$131,534$4,443,461
2015$1,283,192$2,834,569▼ $60,587$227,750$3,829,424
2014$915,094$368,567▲ $14,203$14,672$1,283,192
2013$871,206$43,888--$915,094
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Ann SouthallChairman
Kim MandrellVice Chairman
Beth SherronDirector
Cathy HolstedDirector
Judi YorkDirector
Kathy LoydDirector
Marianne SteentsmaOverseas Director
Su McdonellSecretary
Tammy AkinesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$376,398
Program Service Revenue
$31,746
Investment Income
$72,406
Other Revenue
$-2,131
All Other Contributions
$327,185
Change in Net Assets
$-142,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$231,533
Revenue Not Reported on Financial Statements
$246,886
Revenue Not Reported on Form 990
$354,660
Other Revenue Adjustments
$224,982
Total Revenue per Audited Statements
$586,193
Total Revenue per Form 990
$478,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$440,413
Other Expenses$180,177
Total Fundraising Expense$6,864
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,113--$227,113
Grants to Domestic Individuals$213,300--$213,300
Fees for Service Investment Mgmnt Fees-$21,904-$21,904
Fees for Services Accounting$7,549$1,001-$8,550
Other Expenses$2,186$290$5,930$8,406
Information Technology$4,013$532-$4,545
Insurance$1,519$201-$1,720
Fees for Services Legal$437$58-$495
Conferences and Meetings$268$35-$303
Total Functional Expenses$574,088$39,638$6,864$620,590

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$620,590
Total Expenses per Audited Statements$373,704
Expenses per Audited Statements$371,573
Expenses Not Reported on Financial Statements$249,017
Other Expense Adjustments$227,113
Expenses Not Reported on Form 990$2,131
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JUDE CHILDREN'S RESEARCH HOSPITAL INCMemphis, TN501(c)(3)General Support$103,482
James Whitcomb Riley Memorial AssociationIndianapolis, IN501(c)(3)General Support$23,385
Rainbows United Charitable Foundation IncWichita, KS501(c)(3)General Support$18,630
ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INCChicago, IL501(c)(3)General Support$5,388
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,131
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Fest$19,575-$384-
Fantasy Event$8,578-$1,747-
Total Events$28,153-$2,131$-2,131
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 6

“Individuals pay fees to be a member of this foundation related to their sorority, epsilon sigma alpha international. As members, they vote the board from their own membership, all of whom are volunteers.”

Form 990, Part VI, Section A, Line 7A

“The dues-paying members of the foundation have equal voting power regarding the election of the governing body, known as the board of directors, either periodically, or as vacancies arise.”

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

“The form 990 is reviewed and signed by the chairman or officer. Other members of the governing body are provided with copies of the completed audit reports prior to the filing of the form 990.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are made available to the public through the organization's website.”

Filing and Contact Details

Filer

Filer Name
Esa Foundation
EIN
23-7099403
Phone
9702232824
Address
363 WEST DRAKE ROAD, FORT COLLINS, CO 80526

Signing Officer

Name
Doug Mills
Title
Comptroller
Phone
9702232824
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosalee Echele
Formed
1970
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
1,350

Preparer

Firm
Eide Bailly Llp
Address
375 E HORSETOOTH RD BLDG 4200, FORT COLLINS, CO 80525
Preparer
Thomas J Ahrens
Phone
9702238825
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

“The foundation receives donations from various chapters of e.s.a. International, which are specifically directed to certain organizations by the donor. The foundation acts as an agent for the funds, and this activity is not reflected in the accompanying financial statements.”

PART V, LINE 4:

“The foundation's endowment consists of approximately 200 individual funds established by donors to provide annual funding for specific activities and general operations.”

PART X, LINE 2:

“The foundation is organized as a nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3), qualifying for the charitable contribution deduction under section section 170(b)(1)(a)(vi), and has been determined not to be a private foundation under section 509(a)(1). The entity is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the entity is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The entity has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Turnaround funds 227,113. Fundraising expenses -2,131.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 2,131.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Turnaround funds 227,113.”

Raw XML AppendixShowing 400 of 586 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt080520
IRS990/OtherExpensesGrp/ProgramServicesAmt122621
IRS990/OtherExpensesGrp/ProgramServicesAmt214562
IRS990/OtherExpensesGrp/ProgramServicesAmt32186
IRS990/OtherExpensesGrp/TotalAmt091200
IRS990/OtherExpensesGrp/TotalAmt126561
IRS990/OtherExpensesGrp/TotalAmt216493
IRS990/OtherExpensesGrp/TotalAmt38406
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01052530
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01064373
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROSALEE ECHELE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0SCHOLARSHIP APPLICATIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031746
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0213300
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0213300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0632850
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0366687
IRS990/PYInvestmentIncomeAmt0174442
IRS990/PYOtherExpensesAmt0179858
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028985
IRS990/PYRevenuesLessExpensesAmt0289732
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0546545
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0836277
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-142171
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt031746
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0234500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0376398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0632850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0425922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0538030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0602788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02575988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0150517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0208322
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0339479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt092480
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0820960
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt096519
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70470
IRS990ScheduleA/PublicSupportPY170Pct00.75300
IRS990ScheduleA/PublicSupportTotal170Amt02393827
IRS990ScheduleA/SubstantialContributorsTotAmt0182161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0376398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0632850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0425922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0538030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0602788
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02575988
IRS990ScheduleA/TotalSupportAmt03396948
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt0227113
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.05190
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04443461
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt096144
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04637107
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0361165
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0263663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03829424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0360459
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04443461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0385112
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0131534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01283192
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02834569
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03829424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-60587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0227750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0915094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0368567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01283192
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014672
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0871206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt043888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0915094
IRS990ScheduleD/DistributionsDuringYearAmt0227113
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt02131
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0249017
IRS990ScheduleD/ExpensesSubtotalAmt0371573
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021904
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021904
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0354660
IRS990ScheduleD/OtherExpensesIncludedAmt02131
IRS990ScheduleD/OtherExpensesNotIncludedAmt0227113
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031723
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060600
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt092323
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0224982
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.22950
IRS990ScheduleD/RevenueNotReportedAmt0354660
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0246886
IRS990ScheduleD/RevenueSubtotalAmt0231533
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVES DONATIONS FROM VARIOUS CHAPTERS OF E.S.A. INTERNATIONAL, WHICH ARE SPECIFICALLY DIRECTED TO CERTAIN ORGANIZATIONS BY THE DONOR. THE FOUNDATION ACTS AS AN AGENT FOR THE FUNDS, AND THIS ACTIVITY IS NOT REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 200 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ENTITY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3TURNAROUND FUNDS 227,113. FUNDRAISING EXPENSES -2,131.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSES 2,131.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5TURNAROUND FUNDS 227,113.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.71860
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031723
IRS990ScheduleD/TotalExpensesPerForm990Amt0620590
IRS990ScheduleD/TotalRevenuePerForm990Amt0478419
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0586193
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0373704
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028153
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08578
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02131
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FANTASY EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028153
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2131
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01747
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0213300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS, BOOK, AND FEES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0140
IRS990ScheduleI/RecipientTable/CashGrantAmt0103482
IRS990ScheduleI/RecipientTable/CashGrantAmt123385
IRS990ScheduleI/RecipientTable/CashGrantAmt218630
IRS990ScheduleI/RecipientTable/CashGrantAmt35388
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2RAINBOWS UNITED CHARITABLE FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,322,941
Liabilities
$334,614
Net assets
$4,988,327
Revenue
$478,419
Expenses
$620,590
Net income
-$142,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.35$0.20$6.15$0.87$0.40$0.47
2018Detailed filing. Detailed filing data is available for this year.$5.32$0.33$4.99$0.48$0.62$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.02$0.24$4.78$0.84$0.55$0.29
2016Detailed filing. Detailed filing data is available for this year.$4.48$0.28$4.20$0.66$0.66$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.70$0.27$4.43$0.94$0.65$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.24$4.25$0.74$0.71$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.18$3.82$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.22$2.96$0.66