Civic Intelligence

Bermuda Wellness Foundation

990 • Fiscal year 2015 • EIN 26-0802143

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization ProfileWWW.BERMUDAWELLNESSFOUNDATION.COM
641 Shunpike Road No 101Chatham, NJ 07928-1567

(441) 299-5488

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.94x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$43,385

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$439,726

Down $26,995 (-5.8%) from 2014

Net Assets

Down

$135,875

Down $14,536 (-9.7%) from 2014

Liabilities

Down

$303,851

Down $12,459 (-3.9%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin31st percentile

Revenue

Down

$324,839

Down $217,332 (-40%) from 2014

Expenses

Up

$338,595

Up $135,991 (+67%) from 2014

Net Income

Down

-$13,756

Down $353,323 (-104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0-$500KAssets 2012: $0Liabilities 2012: $130,880Net Assets 2012: -$130,8802012Assets 2013: $115,000Liabilities 2013: $308,024Net Assets 2013: -$193,0242013Assets 2014: $466,721Liabilities 2014: $316,310Net Assets 2014: $150,4112014Assets 2015: $439,726Liabilities 2015: $303,851Net Assets 2015: $135,8752015Assets 2016: $677,520Liabilities 2016: $257,713Net Assets 2016: $419,8072016Assets 2017: $428,537Liabilities 2017: $213,501Net Assets 2017: $215,0362017Assets 2018: $313,623Liabilities 2018: $211,254Net Assets 2018: $102,3692018

Highlighted filing

2015

Assets$439,726
Liabilities$303,851
Net Assets$135,875
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $97,3032012Revenue 2013: $115,000Expenses 2013: $148,466Net Income 2013: -$33,4662013Revenue 2014: $542,171Expenses 2014: $202,604Net Income 2014: $339,5672014Revenue 2015: $324,839Expenses 2015: $338,595Net Income 2015: -$13,7562015Revenue 2016: $517,105Expenses 2016: $233,346Net Income 2016: $283,7592016Revenue 2017: $16,736Expenses 2017: $221,413Net Income 2017: -$204,6772017Revenue 2018: $36,429Expenses 2018: $149,194Net Income 2018: -$112,7652018

Highlighted filing

2015

Revenue$324,839
Expenses$338,595
Net Income-$13,756
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$379,103
Mission and Program Overview

Mission

The bermuda wellness foundation seeks to build understanding and support for key initiatives that will create and sustain a world-class standard of healthcare in bermuda.

Build understanding & support of initiatives to create & sustain a world-class standard of healthcare in bermuda.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$361,677$426,537▲ $64,860
Investments in Publicly Traded Securities$55,044$0▼ $55,044
Pledges and Grants Receivable$50,000$12,900▼ $37,100
Prepaid Expenses and Deferred Charges-$289-
Total Assets$466,721$439,726▼ $26,995
Liabilities
Unsecured Notes Loans Payable$304,716$298,078▼ $6,638
Accounts Payable and Accrued Expenses$11,594$5,773▼ $5,821
Total Liabilities$316,310$303,851▼ $12,459
Net Assets / Fund Balance
Temporarily Rstr Net Assets$212,468$105,076▼ $107,392
Unrestricted Net Assets$-62,057$30,799▲ $92,856
Total Net Assets Fund Balance$150,411$135,875▼ $14,536
Total Liabilities and Net Assets / Fund Balance$466,721$439,726▼ $26,995
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katie MccollochExecutive DirectorFT$43,385$43,385

Board Members and Trustees

NameTitle
Jerry M De St PaerCEO/president
Deborah TuzoDirector
Dr Malcolm BrockDirector
Ivy Kusinga Left During 2015Director
Phillip ButterfieldDirector
Ralph RichardsonDirector
George E ThomasDirector (started During 2015)
Penny Pascual MacintyreDirector (started During 2015)
Michael DarlingSecretary
L Lorraine IngramSecretary-bermuda
Bonnie GraySecretary-new York
Claude LeblancTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$323,750
Program Service Revenue
$0
Investment Income
$1,089
Other Revenue
$0
All Other Contributions
$323,750
Change in Net Assets
$-13,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$324,839
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-780
Total Revenue per Audited Statements
$324,059
Total Revenue per Form 990
$324,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,114
Total Fundraising Expense$130,765
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$47,994
Professional Fundraising Fees$33,487

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$60,600$6,060$21,055$87,715
Foreign Grants$50,000--$50,000
Current Officers, Directors, Trustees, and Key Employees$21,578$2,388$19,419$43,385
Fees for Services Accounting$21,053$2,105$18,947$42,105
Fees for Services Legal$18,801$1,880$16,921$37,602
Fees for Services Professional Fundraising--$33,487$33,487
Travel$14,885$1,488$13,432$29,805
Conferences and Meetings$2,783$278$4,104$7,165
Payroll Taxes$2,420$12$2,177$4,609
Office Expenses$238$24$212$474
Other Expenses$65$6$58$129
Information Technology$42$4$38$84
Total Functional Expenses$193,483$14,347$130,765$338,595

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$338,595
Total Expenses per Audited Statements$338,595
Total Expenses per Form 990$338,595
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$50,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
BermudaGrant Making-00$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$33,487
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The foundation's form 990 is reviewed by the board of directors prior to being filed with the internal revenue service.”

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

“Board members of the foundation are required to submit annual conflict of interest forms. These reports will be reviewed by the board or an appointed committee of the board, which will attempt to resolve any actual or potential conflict(s) and, in the absence of resolution, refer the matter to the board of directors. If a board member has an interest in a proposed transaction with the foundation in the form of a significant personal financial interest in the transaction or in any foundation involved in the transaction, or holds a position as trustee, director, or officer in any such foundation, he or she must make full disclosure of such interest before any discussion or negotiation of such transaction. Any board or committee member who is aware of a potential conflict of interest with respect to any matter coming before the board or committee shall not be present for any discussion of or vote in connection with the matter.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Bermuda Wellness Foundation
EIN
26-0802143
Phone
4412995488
Address
641 SHUNPIKE ROAD NO 101, CHATHAM, NJ 07928-1567

Signing Officer

Name
Katie Mcculloch
Title
Executive Director
Phone
4412995488
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry M De St Paer
Formed
2007
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
12

Preparer

Firm
Raffa Pc
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2028225000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting and professional search fees: program service expenses 60,600. Management and general expenses 6,060. Fundraising expenses 21,055. Total expenses 87,715.”

Financial Statement Notes

PART X, LINE 2:

“Bwf does not believe its financial statements include any uncertain tax provisions, and has no unrecognized tax benefits or liabilities that need to be recorded for the years ended december 31, 2015 and 2014.”

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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/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0915
IRS990/OtherExpensesGrp/FundraisingAmt158
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16
IRS990/OtherExpensesGrp/ProgramServicesAmt01018
IRS990/OtherExpensesGrp/ProgramServicesAmt165
IRS990/OtherExpensesGrp/TotalAmt02035
IRS990/OtherExpensesGrp/TotalAmt1129
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02177
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012
IRS990/PayrollTaxesGrp/ProgramServicesAmt02420
IRS990/PayrollTaxesGrp/TotalAmt04609
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012900
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0289
IRS990/PrincipalOfficerNm0JERRY M DE ST PAER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0541236
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0935
IRS990/PYOtherExpensesAmt0152913
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0339567
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0202604
IRS990/PYTotalProfFndrsngExpnsAmt049691
IRS990/PYTotalRevenueAmt0542171
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13756
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0I. BACKGROUNDBERMUDA WELLNESS FOUNDATION'S (BWF) MISSION IS TO BUILD UNDERSTANDING AND SUPPORT FOR KEY INITIATIVES THAT WILL CREATE AND SUSTAIN A WORLD-CLASS STANDARD OF HEALTHCARE AND WELLNESS IN BERMUDA AND TO BE A LEADING EXAMPLE FOR OTHER SIMILAR NATIONS. FUNDS ARE RAISED THROUGH SPECIAL EVENTS, GRANTS, AND DONATIONS FROM THE GENERAL PUBLIC.II. ANALYSISBWF QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED UNDER SECTION 170(B)(1)(A)(VI) AND THEREFORE AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1) BECAUSE IT SATISFIES THE FACTS AND CIRCUMSTANCES TEST SET FORTH IN SECTION 1.170A-9(E)(3) OF THE TREASURY REGULATIONS.A. THRESHOLD REQUIREMENTSBWF IS ELIGIBLE FOR A DETERMINATION OF PUBLIC SUPPORT UNDER THE FACTS AND CIRCUMSTANCES TEST BECAUSE IT MEETS THE TWO THRESHOLD REQUIREMENTS FOR CONSIDERATION. FIRST, THE PORTION OF BWF'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 22%, WHICH EXCEEDS THE 10% THRESHOLD REQUIRED UNDER TREASURY REGULATION SECTION 1.170A-9(E)(3)(I). SECOND, BWF'S OPERATIONS ENSURE THAT IT WILL CONTINUE TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT, AS REQUIRED BY TREASURY REGULATION SECTION 1.170A-9(E)(3)(II). BWF HAS AN ACTIVE FUNDRAISING PROGRAM TARGETING FOUNDATIONS, INDIVIDUALS, AND VARIOUS BUSINESSES THAT SUPPORT ITS MISSION, THEREBY SATISFYING THE OTHER THRESHOLD REQUIREMENT FOR QUALIFYING AS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST. B. OTHER RELEVANT FACTORSIN DETERMINING WHETHER BWF MEETS THE "FACTS AND CIRCUMSTANCES TEST," THE TREASURY REGULATIONS ALSO PROVIDE A LIST OF FACTORS THAT SERVE AS INDICIA OF WHETHER AN ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED. THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT, THE LOWER THE ORGANIZATION'S BURDEN IN ESTABLISHING IT'S PUBLICLY SUPPORTED NATURE WITH OTHER FACTORS. THESE ADDITIONAL FACTORS, DISCUSSED BELOW, PROVIDE FURTHER EVIDENCE THAT BWF SATISFIES THE FACTS AND CIRCUMSTANCES TEST. BECAUSE BWF'S PERCENTAGE OF SUPPORT IS 22% BWF HAS A SOMEWHAT LESSER BURDEN IN PROVING ITS PUBLICLY SUPPORTED NATURE THROUGH THESE FACTORS. 1. SOURCES OF SUPPORTBWF RECEIVES ITS PUBLIC SUPPORT FROM A WIDE VARIETY OF UNRELATED CONTRIBUTORS AND DOES NOT DEPEND ON A SINGLE FAMILY FOR CONTRIBUTIONS, TWO FACTS THAT PROVIDE FURTHER SUPPORT FOR BWF'S QUALIFICATION AS A "PUBLICLY SUPPORTED" ENTITY. THESE DONORS INCLUDE A NUMBER OF TAX-EXEMPT ENTITIES, FOR-PROFIT CORPORATIONS, AND INDIVIDUALS. DURING FISCAL YEAR 2015, BWF SOLICITED FUNDS FROM THE MANY VISITORS TO OUR MAIN WEBSITE, WWW.BERMUDAWELLNESFOUNDATION.COM, ENCOURAGING THEM TO MAKE A DONATION TO BWF DIRECTLY THROUGH THE SITE. WE CONTINUE TO EXPLORE ADDITIONAL METHODS OF ONLINE FUNDRAISING TO BROADEN OUR OUTREACH TO POTENTIAL DONORS. IN ADDITION, BWF RECEIVED FUNDING FROM MORE THAN TEN OTHER FUNDING SOURCES, INCLUDING VARIOUS FOUNDATIONS, CORPORATIONS, ETC.IT SHOULD ALSO BE NOTED IN THE ANALYSIS OF SUPPORT THAT OVER THE PAST 5 YEARS BWF HAS RECEIVED SIGNIFICANT DONATIONS FROM ONE CORPORATE AND ONE FOUNDATION DONOR. THESE LARGE DONATIONS COME FROM 2 DONORS AND THEY CAUSE A SIGNIFICANT FACTOR IN THE DROP IN PERCENTAGE OF BWF'S PUBLIC SUPPORT OVER THIS PERIOD. TO ILLUSTRATE, IF THE TWO SIGNIFICANT DONATIONS WERE EXCLUDED FROM THE PUBLIC SUPPORT TEST, THE PERCENTAGE FOR THE FISCAL YEAR ENDED 2015 WOULD BE 37%. SINCE THESE DONATIONS DID NOT MEET THE QUALIFICATION OF AN UNUSUAL GRANT, THE PERCENTAGE FOR FISCAL YEARS ENDED 2015 DECREASED TO 22%. 2. REPRESENTATIVE GOVERNING BODYTHE REPRESENTATIVE NATURE OF AN ORGANIZATION'S GOVERNING BODY IS ALSO A FACTOR IN DETERMINING WHETHER IT QUALIFIES UNDER THE "FACTS AND CIRCUMSTANCES TEST." IN CONSIDERING WHETHER A BOARD IS REPRESENTATIVE, SUCH FACTORS AS THE MEMBERS' EXPERTISE IN THE RELEVANT FIELD, THEIR HISTORY OF LEADERSHIP IN THE COMMUNITY AND THEIR TRADITION OF PUBLIC SERVICE ARE RELEVANT. BWF'S BOARD OF DIRECTORS INCLUDES A VARIETY OF INDIVIDUALS WITH EXCEPTIONAL BACKGROUNDS, EXPERIENCE AND EDUCATION. THE BOARD INCLUDES REPRESENTATION FROM VARIO
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0323750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0541236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0979986
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0935
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0935
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22000
IRS990ScheduleA/PublicSupportTotal170Amt0215769
IRS990ScheduleA/SubstantialContributorsTotAmt0764217
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0323750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0541236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0979986
IRS990ScheduleA/TotalSupportAmt0980921
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0338595
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-780
IRS990ScheduleD/RevenueNotReportedAmt0-780
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0324839
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BWF DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS, AND HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0338595
IRS990ScheduleD/TotalRevenuePerForm990Amt0324839
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0324059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0338595
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt050000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0BERMUDA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANT MAKING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt050000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL OPERATING EXPENSES
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0BERMUDA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt050000
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt050000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0PROFESSIONAL FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1PROFESSIONAL FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-7397
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-26090
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0WINEINGER & ASSOCIATES
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1JENKS GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt07397
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt126090
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt02488 SANCTUARY DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1215 E 95TH STREET 34E
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd023185
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd110128
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicensedStatesCd1CT
IRS990ScheduleG/LicensedStatesCd2FL
IRS990ScheduleG/LicensedStatesCd3MA
IRS990ScheduleG/LicensedStatesCd4MD
IRS990ScheduleG/LicensedStatesCd5NJ
IRS990ScheduleG/LicensedStatesCd6NY
IRS990ScheduleG/LicensedStatesCd7PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-33487
IRS990ScheduleG/TotalRetainedByContractorsAmt033487
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS OF THE FOUNDATION ARE REQUIRED TO SUBMIT ANNUAL CONFLICT OF INTEREST FORMS. THESE REPORTS WILL BE REVIEWED BY THE BOARD OR AN APPOINTED COMMITTEE OF THE BOARD, WHICH WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE BOARD OF DIRECTORS. IF A BOARD MEMBER HAS AN INTEREST IN A PROPOSED TRANSACTION WITH THE FOUNDATION IN THE FORM OF A SIGNIFICANT PERSONAL FINANCIAL INTEREST IN THE TRANSACTION OR IN ANY FOUNDATION INVOLVED IN THE TRANSACTION, OR HOLDS A POSITION AS TRUSTEE, DIRECTOR, OR OFFICER IN ANY SUCH FOUNDATION, HE OR SHE MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION OR NEGOTIATION OF SUCH TRANSACTION. ANY BOARD OR COMMITTEE MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD OR COMMITTEE SHALL NOT BE PRESENT FOR ANY DISCUSSION OF OR VOTE IN CONNECTION WITH THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING AND PROFESSIONAL SEARCH FEES: PROGRAM SERVICE EXPENSES 60,600. MANAGEMENT AND GENERAL EXPENSES 6,060. FUNDRAISING EXPENSES 21,055. TOTAL EXPENSES 87,715.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$439,726
Liabilities
$303,851
Net assets
$135,875
Revenue
$324,839
Expenses
$338,595
Net income
-$13,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.14$2.11$1.02$0.36$1.49$1.13
2017Detailed filing. Detailed filing data is available for this year.$4.29$2.14$2.15$0.17$2.21$2.05
2016Detailed filing. Detailed filing data is available for this year.$6.78$2.58$4.20$5.17$2.33$2.84
2015Detailed filing. Detailed filing data is available for this year.$4.40$3.04$1.36$3.25$3.39$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.67$3.16$1.50$5.42$2.03$3.40
2013Detailed filing. Detailed filing data is available for this year.$1.15$3.08$1.93$1.15$1.48$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$1.31$1.31$0.97