Civic Intelligence

Humboldt Area Foundation

990 • Fiscal year 2017 • EIN 23-7310660

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization ProfileWWW.HAFOUNDATION.ORG

View Organization Page

363 Indianola RoadBayside, CA 95524

(707) 442-2993

Siviq Scores

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

Liabilities / Assets

34th percentile

0.18x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

2.66x

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

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

6th percentile

$144,753

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-3.7%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$110,168,986

Up $10,732,304 (+11%) from 2016

Net Assets

Up

$90,052,465

Up $9,537,091 (+12%) from 2016

Liabilities

Up

$20,116,521

Up $1,195,213 (+6.3%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin56th percentile

Revenue

Down

$7,552,326

Down $286,531 (-3.7%) from 2016

Expenses

Down

$7,142,153

Down $821,529 (-10%) from 2016

Net Income

Up

$410,173

Up $534,998 (+429%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200M$150M$100M$50M$0Assets 2012: $73,901,283Liabilities 2012: $14,502,068Net Assets 2012: $59,399,2152012Assets 2013: $85,617,817Liabilities 2013: $17,125,293Net Assets 2013: $68,492,5242013Assets 2014: $101,232,671Liabilities 2014: $17,776,110Net Assets 2014: $83,456,5612014Assets 2015: $102,402,428Liabilities 2015: $17,403,095Net Assets 2015: $84,999,3332015Assets 2016: $99,436,682Liabilities 2016: $18,921,308Net Assets 2016: $80,515,3742016Assets 2017: $110,168,986Liabilities 2017: $20,116,521Net Assets 2017: $90,052,4652017Assets 2018: $120,451,126Liabilities 2018: $21,825,352Net Assets 2018: $98,625,7742018Assets 2019: $132,134,544Liabilities 2019: $31,377,444Net Assets 2019: $100,757,1002019Assets 2020: $134,029,100Liabilities 2020: $30,806,137Net Assets 2020: $103,222,9632020Assets 2021: $172,334,910Liabilities 2021: $39,912,291Net Assets 2021: $132,422,6192021Assets 2022: $149,379,870Liabilities 2022: $35,368,981Net Assets 2022: $114,010,8892022Assets 2023: $160,124,907Liabilities 2023: $38,433,272Net Assets 2023: $121,691,6352023Assets 2024: $184,241,118Liabilities 2024: $43,323,286Net Assets 2024: $140,917,8322024

Highlighted filing

2017

Assets$110,168,986
Liabilities$20,116,521
Net Assets$90,052,465
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $6,033,9182012Expenses 2013: $6,275,7732013Revenue 2014: $12,376,586Expenses 2014: $6,010,725Net Income 2014: $6,365,8612014Revenue 2015: $8,888,101Expenses 2015: $6,754,548Net Income 2015: $2,133,5532015Revenue 2016: $7,838,857Expenses 2016: $7,963,682Net Income 2016: -$124,8252016Revenue 2017: $7,552,326Expenses 2017: $7,142,153Net Income 2017: $410,1732017Revenue 2018: $12,655,343Expenses 2018: $8,512,020Net Income 2018: $4,143,3232018Revenue 2019: $10,535,979Expenses 2019: $9,270,571Net Income 2019: $1,265,4082019Revenue 2020: $12,899,721Expenses 2020: $10,053,706Net Income 2020: $2,846,0152020Revenue 2021: $13,192,449Expenses 2021: $12,042,279Net Income 2021: $1,150,1702021Revenue 2022: $19,202,493Expenses 2022: $14,091,296Net Income 2022: $5,111,1972022Revenue 2023: $14,944,063Expenses 2023: $15,546,638Net Income 2023: -$602,5752023Revenue 2024: $22,845,756Expenses 2024: $16,797,083Net Income 2024: $6,048,6732024

Highlighted filing

2017

Revenue$7,552,326
Expenses$7,142,153
Net Income$410,173
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$25,127,977
Mission and Program Overview

Mission

Promotes & encourages generosity, leadership & inclusion to strengthen our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$90,340,401$100,684,381▲ $10,343,980
Land, Buildings, and Equipment, Net$4,451,991$4,358,587▼ $93,404
Cash and Non-Interest-Bearing Accounts-$2,121,120-
Investments Program Related$777,623$1,700,897▲ $923,274
Pledges and Grants Receivable$836,342$616,574▼ $219,768
Investments Other Securities$469,871$441,208▼ $28,663
Savings and Temporary Cash Investments$2,483,956$182,789▼ $2,301,167
Prepaid Expenses and Deferred Charges$71,613$58,934▼ $12,679
Accounts Receivable$4,685$4,496▼ $189
Other Notes and Loans Receivable, Net$200--
Total Assets$99,436,682$110,168,986▲ $10,732,304
Liabilities
Other Liabilities$16,980,379$18,766,533▲ $1,786,154
Grants Payable$1,712,577$1,075,837▼ $636,740
Accounts Payable and Accrued Expenses$220,525$271,582▲ $51,057
Unsecured Notes Loans Payable$5,258--
Deferred Revenue$2,569$2,569→ $0
Total Liabilities$18,921,308$20,116,521▲ $1,195,213
Net Assets / Fund Balance
Unrestricted Net Assets$70,682,462$79,612,133▲ $8,929,671
Permanently Rstr Net Assets$6,226,868$6,038,645▼ $188,223
Temporarily Rstr Net Assets$3,606,044$4,401,687▲ $795,643
Total Net Assets Fund Balance$80,515,374$90,052,465▲ $9,537,091
Total Liabilities and Net Assets / Fund Balance$99,436,682$110,168,986▲ $10,732,304

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,063,359$931,952$2,995,311
Land$2,251,456-$2,251,456
Equipment$43,772$170,240$214,012

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,863,800-▲ $11,980$180,655$5,695,125
2015$6,706,041-▼ $163,548$5,033$6,226,868
2014$6,900,148$9,000▲ $240,601$7,280$6,797,030
2013$6,365,608-▲ $1,058,726$237,783$6,900,148
2012$5,914,449$4,941▲ $751,355$13,745$6,365,608
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ClearyExecutive DirectorFT$125,342$19,411$144,753
Deborah DownsDirector of FinanceFT$90,559$16,411$106,970

Board Members and Trustees

NameTitle
Julie FulkersonChair
Kathryn LobatoVice Chair
Carol RischeDirector
Charleen JordanDirector
Greg NesbittDirector
John McbethDirector
Kevin CaldwellDirector
Mary KeehnDirector
Paula AllenDirector
Raquel OrtegaDirector
STEPHEN O'MEARADirector
Zuretti GoosbySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,671,645
Program Service Revenue
$314,909
Investment Income
$2,532,541
Other Revenue
$33,231
All Other Contributions
$4,664,385
Change in Net Assets
$410,173

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$101,181Fair Market Value
Total Noncash Contributions6$101,181-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,067,592
Revenue Not Reported on Financial Statements
$484,734
Revenue Not Reported on Form 990
$192,887
Other Revenue Adjustments
$484,734
Total Revenue per Audited Statements
$7,260,479
Total Revenue per Form 990
$7,552,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,124,433
Salaries, Compensation, and Employee Benefits$2,412,347
Other Expenses$1,605,373
Total Fundraising Expense$311,168
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,449,297--$2,449,297
Other Salaries and Wages$1,203,915$197,871$153,499$1,555,285
Grants to Domestic Individuals$675,136--$675,136
Other Employee Benefits$174,717$98,735$51,717$325,169
Current Officers, Directors, Trustees, and Key Employees$148,650$71,661$32,684$252,995
Office Expenses$171,716$12,241$11,403$195,360
Fees for Service Investment Mgmnt Fees-$192,817-$192,817
Payroll Taxes$57,617$86,953-$144,570
Pension Plan Contributions$95,901$17,740$20,687$134,328
Conferences and Meetings$94,401$9,861-$104,262
Depreciation Depletion$21,136$72,968-$94,104
Fees for Services Other$79,234$9,040-$88,274
Occupancy$47,429$6,554$29,233$83,216
Advertising$62,749$2,241$11,945$76,935
Fees for Services Accounting-$32,474-$32,474
Other Expenses$30,646$81,825-$30,646
Insurance$690$26,059-$26,749
Travel$6,402$8,454-$14,856
All Other Expenses$3,898$5,032-$8,930
Fees for Services Legal-$1,525-$1,525
Interest-$45-$45
Total Functional Expenses$5,896,889$934,096$311,168$7,142,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,400,391
Expenses per Audited Statements$7,142,153
Total Expenses per Form 990$7,142,153
Expenses Not Reported on Form 990$258,238
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Humboldt Senior Resource CenterEureka, CA501(c)(3)Senior Resource Center Support$93,752
Del Norte County Unified School DistrictCrescent City, CA501(c)(3)Youth & Family$93,305
Sequoia Humane SocietyEureka, CA501(c)(3)Humane Society Support$85,973
County of Humboldt - Department of Health and Human ServicesEureka, CAGovPoint in Time Count, Library Funding and Various Other Programs$77,858
Hospice of HumboldtEureka, CA501(c)(3)Hospice Support$65,872
Trinidad Coastal Land TrustTrinidad, CA501(c)(3)Land Trust Support$62,154
Court Appointed Special Advocates of HumboldtEureka, CA501(c)(3)Program Support$59,970
Humboldt Spayneuter NetworkEureka, CA501(c)(3)Support Spay and Neuter Services and Pet Medical Assistance$58,250
Hsu Libraryhumboldt State UniversityArcata, CA501(c)(3)Hsu Library Special Collections Project Staffing$55,450
Food for PeopleEureka, CA501(c)(3)Addressing Food Insecurity$51,336
Trinity County Historical Society (tchs)Weaverville, CA501(c)(3)Program Support - Transitioning Fund to Organizational Fund$50,531
Planned Parenthood Northern CaliforniaConcord, CA501(c)(3)Spare Change Peer Education, Teen Theatre Troupe Anf General Program Support$41,591
Assumption Greek Orthodox ChurchScottsdale, AZ501(c)(3)Program Support for Capital Building Fund$40,000
Redwood Coast Regional Center - Mendocino CountyUkiah, CA501(c)(3)Grant Funding and Transfer of Organizational Funding$38,618
First 5 HumboldtEureka, CA501(c)(3)Program Support$38,090
Humboldt County Office of EducationEureka, CA501(c)(3)Youth & Family$37,607
American Cancer SocietyEureka, CA501(c)(3)Program Support and Relay for Life$37,387
Companion Animal FoundationArcata, CA501(c)(3)Companion Animal Center Support$32,320
Hsu Sponsored Programs FoundationArcata, CA501(c)(6)Wright Wildlife Refuge$30,674
HUMBOLDT STATE UNIVERSITYCASHIER'S OFFICEArcata, CA501(c)(3)Program Support for Various Community Efforts$29,035
Bless the Beasts of Humboldt CountyRio Dell, CA501(c)(3)Bless the Beasts Spay Neuter Program$27,970
Ink People Center for the ArtsEureka, CA501(c)(3)General Operating Support$27,170
Hope ProjectNew Lebanon, NY501(c)(3)Support for Hope Project$27,000
Humboldt Library FoundationEureka, CA501(c)(3)Support of Humboldt Library Foundation$26,930
ST MARY'S CHURCHArcata, CA501(c)(3)SUPPORT THE WORK OF ST. MARY'S CHURCH$26,821
Rotary Club of Eureka Sign Smith FundEureka, CA501(c)(3)Service Projects$26,390
Healy Senior Center of Southern Humboldt IncRedway, CA501(c)(3)General Operating Support$25,800
St Joseph HospitalEureka, CA501(c)(3)Program Support$25,614
Redwoods MonasteryWhitethorn, CA501(c)(3)Monastery Support$25,240
Arcata Volunteer Fire DepartmentArcata, CA501(c)(4)Arcata Fire Building Project, Mckinleyville Station$25,000
Eureka Rescue MissionEureka, CA501(c)(3)General Operating Support$24,159
Young Family Ranch IncWeaverville, CA-Young Family Ranch General Support Pursuant to Mou With Trinity County Resource Conservation District$23,400
Boys and Girls ClubEureka, CA501(c)(3)Support of the Boys & Girls Club$21,097
American River Natural History AssociationCarmichael, CA501(c)(3)Supporting the Association$20,183
Humboldt Association of Realtors Toys for KidsEureka, CA501(c)(3)2016 Toys for Kids Donation$19,868
HcarEureka, CA501(c)(3)Program Support$18,683
College of the RedwoodsCrescent City, CA501(c)(3)Program Support$16,500
Trinidad SchoolTrinidad, CA501(c)(3)Supporting the Community Service of Trinidad School$16,293
Westside Community Improvement AssociationEureka, CA501(c)(3)HUMBOLDT NETWORK OF FAMILY RESOURCE CENTER'S CLOTHES4KIDS PROGRAM, YOUTH SUMMER OPPORTUNITIES$16,134
Eastern Oregon UniversityLa Grande, OR501(c)(3)85% OF GRANT TO BE USED ON NO FEWER THAN TWO SCHOLARSHIPS FOR STUDENTS IN THEIR JUNIOR OR SENIOR YEARS AT THE COLLEGE OF EDUCATION WITH A 3.0 GPA ATTENDING FULL-TIME AND COMMITTED TO A CAREER IN EDUCATION, AND 15% ON WHATEVER IS DEEMED NECESSARY TO IMPROVE$15,525
Oregon State Universityoffice of Financial Aid & ScholarshipsCorvallis, OR501(c)(3)85% OF GRANT TO BE USED ON NO FEWER THAN TWO SCHOLARSHIPS FOR STUDENTS IN THEIR JUNIOR OR SENIOR YEARS AT THE COLLEGE OF FORESTRY WITH A 3.0 GPA ATTENDING FULL-TIME AND COMMITTED TO A CAREER IN FORESTRY, AND 15% ON WHATEVER IS DEEMED NECESSARY TO IMPROVE$15,525
Redwood Pals RescueMckinleyville, CA501(c)(3)Medical Assistance for Rescue and Homeless-owned Dogs$15,247
Holy Trinity ChurchTrinidad, CA501(c)(3)Program Support$15,143
SHRINER'S HOSPITAL FOR CHILDREN - NORTHERN CALIFORNIASacramento, CA501(c)(3)Program Support$15,143
Betty Kwan Chinn Homeless FoundationEureka, CA501(c)(3)Program Support$14,025
Area 1 Agency on AgingEureka, CA501(c)(3)General Support for Programs$12,740
DEL NORTE COUNTY VETERANS' MEMORIAL MONUMENT COMMITTEECrescent City, CA501(c)(3)PROGRAM SUPPORT AND CLOSURE OF THE VETERANS MONUMENT FUND - 90% OF BALANCE$12,681
Mendocino Spay Neuter Assistance ProgramTalmage, CA501(c)(3)Annual Operating Support for Spay & Neuter Program - January - June 2017$12,000
Vector RehabilitationEureka, CA501(c)(3)Roof Replacement and Program Support$11,376
Keet-tv Redwood Empire Public TelevisionEureka, CATribalKeet Support$10,600
Willow Creek Christian SchoolWillow Creek, CA501(c)(3)Scholarships for School Enrollment$10,325
Lighthouse Repertory TheatreCrescent City, CA501(c)(3)Lrt Support$10,100
Advocates for Indigenous California Language SurvivalKilauea, HI501(c)(3)Language Is Life Program and Chochenyo Language Storytelling Revival for the Ohlone Indian Tribe$10,000
BioneersSanta Fe, NM501(c)(3)Increase the Number of California Based American Indian/native Americans, With a Focus on Young People and Inter-generational Learning Opportunities and Experiences, to the Bioneers Conference and the Indigeneity Program$10,000
Humboldt Skatepark CollectiveMckinleyville, CA501(c)(3)Building of Skatepark in Mckinleyville$10,000
Humboldt State University Advancement FoundationArcata, CA501(c)(3)Humboldt State University School of Business to Distribute Scholarships for Students Majoring in Business$10,000
K'IMAW CHILD AND FAMILY SERVICESHoopa, CA501(c)(3)Supporting Family Wellness$10,000
Open Door Community Health CentersArcata, CA501(c)(3)Construction of the New Open Door Clinic in Fortuna$10,000
St Francis Episcopal ChurchFortuna, CA501(c)(3)CREATING A NEW STAINED GLASS WINDOW WITH A PLAQUE INDICATING THAT THE WINDOW WAS MADE POSSIBLE BY THE "SOMERVILLE FAMILY". ANY REMAINING FUNDS MAY BE USED AT THE DISCRETION OF ST. FRANCIS EPISCOPAL CHURCH.$10,000
United States Bowling Congress - HumboldtEureka, CAGovHumboldt Usbc Youth Trophies, Tournament and Convention$10,000
University of Washington Office of AdvancementSeattle, WA501(c)(3)Michael G. Foster School of Business to Distribute Scholarships for Students Majoring in Business$10,000
Humboldt Dog ObedienceEureka, CA501(c)(3)Terri Lockett Memorial Spay/neuter Fund$9,660
Friends for LifeEureka, CA501(c)(3)Spay and Neuter Assistance$9,000
Game OverEureka, CAReligious OrgJane Doe in Wonderland$8,500
Clarke Historical MuseumEureka, CA501(c)(3)Museum Support$8,498
Humboldt SponsorsEureka, CA501(c)(3)Program Support$8,036
California Scottish Rite FoundationSanta Ana, CA501(c)(3)Oakland Clinic$7,697
Historical Sites Society of Arcata IncorporatedArcata, CAReligious OrgProgram Support - Transfer to Organizational Fund$7,658
Humboldt Literacy ProjectEureka, CA501(c)(3)Assisting With Employee Portion of Health Insurance Benefit the Organization Provides$7,430
Friends of the DunesArcata, CA501(c)(3)Program Support$6,525
MIRANDA'S RESCUEFortuna, CA501(c)(3)SUPPORT OF MIRANDA'S RESCUE$6,462
Humboldt BaykeeperArcata, CA501(c)(3)Humboldt Bay Explorations$6,458
City of ArcataArcata, CAGovForest Acquisition Project Appraisal for Upper Jacoby Creek & City of Arcata Redwood Day Camp$6,250
Friends of the FairEureka, CA501(c)(3)4-h Round Robin Winner, Kitchen Remodel, Ffa Support$6,140
Fortuna Elementary School DistrictFortuna, CA501(c)(3)Weekend Food Bag Project$6,000
Southern Humboldt Community ParkGarberville, CAReligious OrgPark to Plate Program$5,675
Grace Baptist ChurchEureka, CA501(c)(3)Church Support$5,652
Del Norte Child Care CouncilCrescent City, CA501(c)(3)Child Access and Mary Peacock Summer Program$5,500
BUDDY AND ANGEL'S ANIMAL RESCUEMckinleyville, CA501(c)(3)Education and Spay Neuter Services for Homeless/low Income Pet Owners.$5,400
Willow Creek Youth Partnership - Dream QuestWillow Creek, CA501(c)(3)Dream Quest 2017 Summer Youth Program$5,080
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Fund Liability$16,974,135
Obligations Under Split Interest Agreements$1,792,398
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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 tax return is sent to all seven members of the finance committee for review and discussion before the return is filed. The committee makes a recommendation to the board regarding the tax return and copies of the tax return are provided to the board at a monthly meeting. The finance committee reports on their review of the return to the board.”

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

“Conflict of interest disclosure forms are completed by all humboldt area foundation board and staff members annually. The audit committee reviews the form annually and monitors and enforces compliance with the policy. Documents are reviewed by the board liaison and finance department. Compliance is monitored by all staff and board members in this small community. Individuals with a conflict of interest remove themselves physically from the room during discussion and abstain from voting on related issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top official the compensation committee reviews issues specific to the ceo utilizing council on foundations survey information specific to ceo compensation. Compensation process for officers h.a.f. Performs an annual comprehensive review on all staff positions in compliance with council on foundations (cof) national standards best practices. Analysis includes comparison of current individual staff gross salaries with similar asset size across the nation. Also included is local eureka, california data which reflects average entry level compensation for each position. Management compensation recommendations are reviewed by the board finance committee for policy review. Committee recommendations are presented for full board review and ultimate approval.”

Form 990, Part VI, Section C, Line 19

“The tax return is included on the website of humboldt area foundation and a hard copy is provided to any member of the public by request.”

Filing and Contact Details

Filer

Filer Name
Humboldt Area Foundation
EIN
23-7310660
Phone
7074422993
Address
363 INDIANOLA ROAD, BAYSIDE, CA 95524

Signing Officer

Name
Patrick Cleary
Title
Executive Director
Phone
7074422993
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Cleary
Formed
1972
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
51
Volunteers
260

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822803
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Actuarial gain on annuity obligation 72,634. Interfund transfers 94,305. Fiscal sponsorship -7,315.”

FORM 990, PART XII, LINE 2C:

“THERE WERE NO CHANGES.”

Financial Statement Notes

PART V, LINE 4:

“Gives grants to support the programmatic work of humboldt area foundation”

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (irc) and, therefore, has no provision for federal income taxes. In addition, the foundation qualifies for the charitable contribution deduction under irc section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). The supporting organization meets the requirements of irc section 509(a)(3). However, the foundation is subject to income taxes on any net income that is derived from a trade or business and not in furtherance of the purposes for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated business, in the opinion of management, is not material to the financial statements taken as a whole. The foundation evaluates uncertain tax positions in accordance with asc 740-10-25-6, income taxes, whereby the effect of uncertainty would be recorded if the tax positions will more likely than not be sustained upon examination. As of june 30, 2017 and 2016, the foundation had no uncertain tax positions requiring accrual or disclosure. The federal income tax returns of the foundation for fiscal years ended june 30, 2016, 2015, and 2014 are subject to examination by the internal revenue service, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization's revenue 158,758. Rental expenses 34,129.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REALIZED GAIN 484,734.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization's expenses 216,795. Rental expenses 34,129. Fiscal sponsorship expense 7,315. Rounding variance -1.”

Raw XML AppendixShowing 400 of 1,389 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/BOYAmt0220525
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0271582
IRS990/AccountsReceivableGrp/BOYAmt04685
IRS990/AccountsReceivableGrp/EOYAmt04496
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTES & ENCOURAGES GENEROSITY, LEADERSHIP & INCLUSION TO STRENGTHEN OUR COMMUNITIES.
IRS990/AdvertisingGrp/FundraisingAmt011945
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02241
IRS990/AdvertisingGrp/ProgramServicesAmt062749
IRS990/AdvertisingGrp/TotalAmt076935
IRS990/AllOtherContributionsAmt04664385
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05032
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03898
IRS990/AllOtherExpensesGrp/TotalAmt08930
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBORAH DOWNS
IRS990/BooksInCareOfDetail/PhoneNum07074422993
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0363 INDIANOLA ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAYSIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095524
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt02121120
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt032684
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt071661
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0148650
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0252995
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09861
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt094401
IRS990/ConferencesMeetingsGrp/TotalAmt0104262
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04671645
IRS990/CYGrantsAndSimilarPaidAmt03124433
IRS990/CYInvestmentIncomeAmt02532541
IRS990/CYOtherExpensesAmt01605373
IRS990/CYOtherRevenueAmt033231
IRS990/CYProgramServiceRevenueAmt0314909
IRS990/CYRevenuesLessExpensesAmt0410173
IRS990/CYSalariesCompEmpBnftPaidAmt02412347
IRS990/CYTotalExpensesAmt07142153
IRS990/CYTotalFundraisingExpenseAmt0311168
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07552326
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt02569
IRS990/DeferredRevenueGrp/EOYAmt02569
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt072968
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021136
IRS990/DepreciationDepletionGrp/TotalAmt094104
IRS990/Desc0PROVIDES GRANTS/SCHOLARSHIPS TO ELIGIBLE ORGANIZATIONS AND INDIVIDUALS WITHIN NORTHERN CALIFORNIA AND CURRY COUNTY, OREGON TO CARRY OUT PROGRAMS IN HUMAN SERVICES, CIVIC/COMMUNITY PROJECTS, HEALTH AND SAFETY, EDUCATION, RECREATION, CULTURAL ACTIVITIES, AND TO BENEFIT YOUTH, SENIORS, AND THE HANDICAPPED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05896889
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt032474
IRS990/FeesForServicesAccountingGrp/TotalAmt032474
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01525
IRS990/FeesForServicesLegalGrp/TotalAmt01525
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09040
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt079234
IRS990/FeesForServicesOtherGrp/TotalAmt088274
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0192817
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0192817
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/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1219411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1316411
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE FULKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHRYN LOBATO
IRS990/Form990PartVIISectionAGrp/PersonNm2ZURETTI GOOSBY
IRS990/Form990PartVIISectionAGrp/PersonNm3PAULA ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG NESBITT
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY KEEHN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLEEN JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN MCBETH
IRS990/Form990PartVIISectionAGrp/PersonNm10RAQUEL ORTEGA
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL RISCHE
IRS990/Form990PartVIISectionAGrp/PersonNm12PATRICK CLEARY
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBORAH DOWNS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12125342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1390559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0484734
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt03124433
IRS990/GrantsPayableGrp/BOYAmt01712577
IRS990/GrantsPayableGrp/EOYAmt01075837
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0675136
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0675136
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02449297
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02449297
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018026256
IRS990/GrossReceiptsAmt025127977
IRS990/GrossRentsGrp/RealAmt049197
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt026059
IRS990/InsuranceGrp/ProgramServicesAmt0690
IRS990/InsuranceGrp/TotalAmt026749
IRS990/InterestGrp/ManagementAndGeneralAmt045
IRS990/InterestGrp/TotalAmt045
IRS990/InvestmentIncomeGrp/ExclusionAmt02047807
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02047807
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0469871
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0441208
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0777623
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01700897
IRS990/InvestmentsPubTradedSecGrp/BOYAmt090340401
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0100684381
IRS990/IRPDocumentCnt068
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01102192
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04451991
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04358587
IRS990/LandBldgEquipCostOrOtherBssAmt05460779
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017541522
IRS990/LessRentalExpensesGrp/RealAmt034129
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt07260
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTES & ENCOURAGES GENEROSITY, LEADERSHIP & INCLUSION TO STRENGTHEN OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt080515374
IRS990/NetAssetsOrFundBalancesEOYAmt090052465
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0484734
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0484734
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08786
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06282
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015068
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09009774
IRS990/NoncashContributionsAmt0101181
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt029233
IRS990/OccupancyGrp/ManagementAndGeneralAmt06554
IRS990/OccupancyGrp/ProgramServicesAmt047429
IRS990/OccupancyGrp/TotalAmt083216
IRS990/OfficeExpensesGrp/FundraisingAmt011403
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012241
IRS990/OfficeExpensesGrp/ProgramServicesAmt0171716
IRS990/OfficeExpensesGrp/TotalAmt0195360
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0159624
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt051717
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt098735
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0174717
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0325169
IRS990/OtherExpensesGrp/Desc0GRANT EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2YEARBOOK
IRS990/OtherExpensesGrp/Desc3WORKSHOP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt081825
IRS990/OtherExpensesGrp/ProgramServicesAmt0475896
IRS990/OtherExpensesGrp/ProgramServicesAmt156672
IRS990/OtherExpensesGrp/ProgramServicesAmt240787
IRS990/OtherExpensesGrp/ProgramServicesAmt330646
IRS990/OtherExpensesGrp/TotalAmt0475896
IRS990/OtherExpensesGrp/TotalAmt1138497
IRS990/OtherExpensesGrp/TotalAmt240787
IRS990/OtherExpensesGrp/TotalAmt330646
IRS990/OtherLiabilitiesGrp/BOYAmt016980379
IRS990/OtherLiabilitiesGrp/EOYAmt018766533
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt018163
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018163
IRS990/OtherRevenueTotalAmt018163
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0153499
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0197871
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01203915
IRS990/OtherSalariesAndWagesGrp/TotalAmt01555285
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0200
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt086953
IRS990/PayrollTaxesGrp/ProgramServicesAmt057617
IRS990/PayrollTaxesGrp/TotalAmt0144570
IRS990/PensionPlanContributionsGrp/FundraisingAmt020687
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017740
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt095901
IRS990/PensionPlanContributionsGrp/TotalAmt0134328
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06226868
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06038645
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0836342
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0616574
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt071613
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058934
IRS990/PrincipalOfficerNm0PATRICK CLEARY
IRS990/PriorPeriodAdjustmentsAmt0-42480
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FISCAL SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0182043
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1132866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0182043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1132866
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04930415
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03729599
IRS990/PYInvestmentIncomeAmt02636421
IRS990/PYOtherExpensesAmt01930095
IRS990/PYOtherRevenueAmt031580
IRS990/PYProgramServiceRevenueAmt0240441
IRS990/PYRevenuesLessExpensesAmt0-124825
IRS990/PYSalariesCompEmpBnftPaidAmt02303988
IRS990/PYTotalExpensesAmt07963682
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07838857
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0410173
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt015068
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0321191
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02483956
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04671645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04930415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05958284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09025034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08055147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032640525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02097004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02430671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02356452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01679923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01629927
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010193977
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01007420
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018163
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011127
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0149152
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0186118
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0375611
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72030
IRS990ScheduleA/PublicSupportPY170Pct00.74250
IRS990ScheduleA/PublicSupportTotal170Amt031124142
IRS990ScheduleA/SubstantialContributorsTotAmt01516383
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04671645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04930415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05958284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09025034

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,168,986
Liabilities
$20,116,521
Net assets
$90,052,465
Revenue
$7,552,326
Expenses
$7,142,153
Net income
$410,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$43.3$141$22.8$16.8$6.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$160$38.4$122$14.9$15.5$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$149$35.4$114$19.2$14.1$5.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$39.9$132$13.2$12.0$1.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$30.8$103$12.9$10.1$2.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$31.4$101$10.5$9.27$1.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$21.8$98.6$12.7$8.51$4.14
2017Detailed filing. Detailed filing data is available for this year.$110$20.1$90.1$7.55$7.14$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.4$18.9$80.5$7.84$7.96$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$17.4$85.0$8.89$6.75$2.13
2014Detailed filing. Detailed filing data is available for this year.$101$17.8$83.5$12.4$6.01$6.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.6$17.1$68.5$6.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.9$14.5$59.4$6.03