Civic Intelligence

Brian Kelly Family Foundation DBA Kelly Cares Foundation

990 • Fiscal year 2017 • EIN 26-3591070

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

Organization ProfileWWW.KELLYCARESFOUNDATION.ORG

View Organization Page

1251 North Eddy Street No 200South Bend, IN 46617

(574) 208-9166

Siviq Scores

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

Liabilities / Assets

86th percentile

0.72x

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

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

Liabilities / Revenue

73rd percentile

0.35x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$147,049

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

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

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

15th percentile

-16%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$564,033

Down $442,133 (-44%) from 2015

Net Assets

Down

$160,672

Down $269,268 (-63%) from 2015

Liabilities

Down

$403,361

Down $172,865 (-30%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin12th percentile

Revenue

Down

$1,150,673

Down $467,165 (-29%) from 2015

Expenses

Up

$1,431,076

Up $279,307 (+24%) from 2015

Net Income

Down

-$280,403

Down $746,472 (-160%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $83,612Liabilities 2010: $248,820Net Assets 2010: -$165,2082010Assets 2011: $345,393Liabilities 2011: $189,731Net Assets 2011: $155,6622011Assets 2012: $644,012Liabilities 2012: $113,277Net Assets 2012: $530,7352012Assets 2013: $874,452Liabilities 2013: $656,623Net Assets 2013: $217,8292013Assets 2014: $666,306Liabilities 2014: $701,339Net Assets 2014: -$35,0332014Assets 2015: $1,006,166Liabilities 2015: $576,226Net Assets 2015: $429,9402015Assets 2017: $564,033Liabilities 2017: $403,361Net Assets 2017: $160,6722017Assets 2018: $645,554Liabilities 2018: $560,714Net Assets 2018: $84,8402018Assets 2019: $633,765Liabilities 2019: $279,524Net Assets 2019: $354,2412019Assets 2020: $316,084Liabilities 2020: $171,211Net Assets 2020: $144,8732020Assets 2021: $373,259Liabilities 2021: $26,217Net Assets 2021: $347,0422021Assets 2022: $237,525Liabilities 2022: $528Net Assets 2022: $236,9972022Assets 2023: $281,059Liabilities 2023: $2,261Net Assets 2023: $278,7982023Assets 2024: $333,224Liabilities 2024: $0Net Assets 2024: $333,2242024

Highlighted filing

2017

Assets$564,033
Liabilities$403,361
Net Assets$160,672
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $417,1112010Expenses 2011: $722,8892011Expenses 2012: $943,1652012Revenue 2013: $1,315,194Expenses 2013: $1,026,731Net Income 2013: $288,4632013Revenue 2014: $1,200,902Expenses 2014: $1,423,312Net Income 2014: -$222,4102014Revenue 2015: $1,617,838Expenses 2015: $1,151,769Net Income 2015: $466,0692015Revenue 2017: $1,150,673Expenses 2017: $1,431,076Net Income 2017: -$280,4032017Revenue 2018: $1,299,850Expenses 2018: $1,391,078Net Income 2018: -$91,2282018Revenue 2019: $1,166,283Expenses 2019: $904,515Net Income 2019: $261,7682019Revenue 2020: $183,637Expenses 2020: $404,647Net Income 2020: -$221,0102020Revenue 2021: $421,809Expenses 2021: $227,583Net Income 2021: $194,2262021Revenue 2022: $51,727Expenses 2022: $161,764Net Income 2022: -$110,0372022Revenue 2023: $245,680Expenses 2023: $203,877Net Income 2023: $41,8032023Revenue 2024: $260,576Expenses 2024: $206,677Net Income 2024: $53,8992024

Highlighted filing

2017

Revenue$1,150,673
Expenses$1,431,076
Net Income-$280,403
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$1,654,291
Mission and Program Overview

Mission

The kelly cares foundation strengthens communities and inspires hope by investing resources to improve health & education.

The mission of the brian kelly family foundation is to support organizations, initiatives and programs that align with our values of health, education, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$456,913$337,802▼ $119,111
Investments in Publicly Traded Securities$166,142$169,678▲ $3,536
Inventories for Sale or Use$30,075$26,178▼ $3,897
Land, Buildings, and Equipment, Net$17,011$19,529▲ $2,518
Intangible Assets$9,602$9,602→ $0
Prepaid Expenses and Deferred Charges$7,315--
Pledges and Grants Receivable$10,120$1,244▼ $8,876
Total Assets$697,178$564,033▼ $133,145
Liabilities
Grants Payable$285,835$389,019▲ $103,184
Accounts Payable and Accrued Expenses$8,126$14,342▲ $6,216
Total Liabilities$293,961$403,361▲ $109,400
Net Assets / Fund Balance
Unrestricted Net Assets$403,217$135,110▼ $268,107
Temporarily Rstr Net Assets-$25,562-
Total Net Assets Fund Balance$403,217$160,672▼ $242,545
Total Liabilities and Net Assets / Fund Balance$697,178$564,033▼ $133,145

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,529$84,516$104,045

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$166,142-▲ $17,714$14,178$169,678
2016$155,298-▲ $10,844-$166,142
2015$155,355-▼ $57-$155,298
2014$152,886-▲ $2,469-$155,355
2013$144,547-▲ $8,339-$152,886
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa KlunderExecutive DirectorFT$142,766$4,283$147,049
Rosie BurrillOperations DirectorFT$103,755$3,113$106,868
Patti GlascoeDirector of FinanceFT$66,008$1,980$67,988

Board Members and Trustees

NameTitle
Francisca KellyPresident
Paul KellyVice President
Bennett SpeyerAdvisory Board Member
Brian CaufieldAdvisory Board Member
Mike WilcoxAdvisory Board Member
Brian KellyExcutive Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$295,999
Program Service Revenue
$0
Investment Income
$6,772
Other Revenue
$847,902
All Other Contributions
$295,999
Change in Net Assets
$-280,403

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,150,673
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$541,476
Total Revenue per Audited Statements
$1,692,149
Total Revenue per Form 990
$1,150,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$799,224
Salaries, Compensation, and Employee Benefits$448,237
Total Fundraising Expense$338,603
Other Expenses$183,615
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$799,224--$799,224
Current Officers, Directors, Trustees, and Key Employees$40,052$50,425$231,428$321,905
Other Salaries and Wages$11,772$9,911$68,021$89,704
Occupancy-$82,615-$82,615
Office Expenses$3,173$16,597$13,399$33,169
Payroll Taxes$3,946$4,968$22,804$31,718
Fees for Services Accounting-$19,089-$19,089
Depreciation Depletion-$18,569-$18,569
Information Technology-$13,449-$13,449
Fees for Services Other$3,500$3,231-$6,731
Fees for Services Legal-$6,566-$6,566
Advertising$476-$2,951$3,427
Other Employee Benefits-$2,478-$2,478
Pension Plan Contributions-$2,432-$2,432
Total Functional Expenses$862,143$230,330$338,603$1,431,076

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,934,694
Expenses per Audited Statements$1,431,076
Total Expenses per Form 990$1,431,076
Expenses Not Reported on Form 990$503,618
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Notre Dame Du LacNotre Dame, IN501(c)(3)Support$30,000
Amyotrophic Lateral Sclerosis AssociationNew York, NY501(c)(3)Support$29,438
Child and Parent Services IncElkhart, IN501(c)(3)Support$25,000
Sponsors for Educational Opportunity IncNew York, NY501(c)(3)Support$15,000
The Breast Cancer Research FoundationNew York, NY501(c)(3)Support$15,000
The V Foundation for Cancer ResearchSarasota, FL501(c)(3)Support$12,500
Center for the Homeless IncSouth Bend, IN501(c)(3)Support$10,450
Ara Parseghian Medical Research FoundationTucson, AZ501(c)(3)Support$10,000
Declan Drumm Sullivan Memorial FundChicago, IL501(c)(3)Support$10,000
Goodwill Industries of Michiana IncSouth Bend, IN501(c)(3)Support$10,000
Holtz Charitable FoundationOrlando, FL501(c)(3)Support$10,000
Reach Out and Read IncSylva, NC501(c)(3)Support$10,000
Pink Ribbon Connections IncIndianapolis, IN501(c)(3)Support$9,600
American Cancer Society IncMishawaka, IN501(c)(3)Support$6,750
United Health Services of St Joseph County IncGranger, IN501(c)(3)Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,310,695
Fundraising Direct Expenses$461,088
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nyc Gala$875,666$875,666$295,987$579,679
Lost Dunes Invitational$158,763$158,763$73,549$85,214
Total Events$1,310,695$1,310,695$461,088$849,607
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Brian and francisca kelly are husband and wife. Brian and paul kelly are brothers.”

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

“The document is reviewed by the executive director, director of finance, and the accountant. The board reviews the 990 with the accountant and clarifies any questions.”

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

“The organization has an open door policy for disclosing conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Annual reviews on hire date and the board approves the executive director's compensation.”

Form 990, Part VI, Section C, Line 19

“Requests of documents are forwarded to the foundation's legal counsel and then provided in hard copy or electronic copy.”

Filing and Contact Details

Filer

Filer Name
Kelly Cares Foundation
EIN
26-3591070
Phone
5742089166
Address
1251 NORTH EDDY STREET NO 200, SOUTH BEND, IN 46617

Signing Officer

Name
Lisa Klunder
Title
Executive Director
Phone
5742089166
Signed
2018-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francisca Kelly
Formed
2008
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
6
Volunteers
75

Preparer

Firm
Weber Clark Ltd
Address
5580 MONROE STREET, SYLVANIA, OH 43560-2563
Preparer
Christopher Falls
Phone
4198858338
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“In-kind revenue 41,094. In-kind expense 0.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is being used as an investment.”

PART X, LINE 2:

“Fasb asc 740, income taxes, provides guidance for accounting for uncertainty in income taxes and clarifies how tax benefits for uncertain tax positions are to be recognized, measured, and reported in financial statements and requires certain disclosures of uncertain tax matters. At december 31, 2017 and 2016, the foundation did not have any unrecognized tax benefits. The foundation's policy is to classify interest and penalties recognized in connection with income tax matters as miscellaneous expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 461,088. Cost of goods sold 42,530.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 461,088. Cost of goods sold 42,530.”

Raw XML AppendixShowing 400 of 600 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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE BRIAN KELLY FAMILY FOUNDATION IS TO SUPPORT ORGANIZATIONS, INITIATIVES AND PROGRAMS THAT ALIGN WITH OUR VALUES OF HEALTH, EDUCATION, AND COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0403217
IRS990/NetAssetsOrFundBalancesEOYAmt0160672
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0849607
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0849607
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-3968
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-3968
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3236
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt082615
IRS990/OccupancyGrp/TotalAmt082615
IRS990/OfficeExpensesGrp/FundraisingAmt013399
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016597
IRS990/OfficeExpensesGrp/ProgramServicesAmt03173
IRS990/OfficeExpensesGrp/TotalAmt033169
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt041094
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02478
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02478
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09911
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011772
IRS990/OtherSalariesAndWagesGrp/TotalAmt089704
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022804
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04968
IRS990/PayrollTaxesGrp/ProgramServicesAmt03946
IRS990/PayrollTaxesGrp/TotalAmt031718
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02432
IRS990/PensionPlanContributionsGrp/TotalAmt02432
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010120
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01244
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07315
IRS990/PrincipalOfficerNm0FRANCISCA KELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0242544
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0474399
IRS990/PYInvestmentIncomeAmt021490
IRS990/PYOtherExpensesAmt0191149
IRS990/PYOtherRevenueAmt0774213
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-47622
IRS990/PYSalariesCompEmpBnftPaidAmt0420321
IRS990/PYTotalExpensesAmt01085869
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01038247
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-280403
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02263
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01606694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01435667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01929626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01549028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01527698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08048713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074334
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0204877
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99080
IRS990ScheduleA/PublicSupportPY170Pct00.99160
IRS990ScheduleA/PublicSupportTotal170Amt08048713
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01606694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01435667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01929626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01549028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01527698
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08048713
IRS990ScheduleA/TotalSupportAmt08123047
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0166142
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0169678
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017714
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt014178
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0155298
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0166142
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010844
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0155355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0155298
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-57
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0152886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0155355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0144547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0152886
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08339
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt041094
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt019529
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084516
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104045
IRS990ScheduleD/ExpensesNotReportedAmt0503618
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01431076
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3236
IRS990ScheduleD/OtherExpensesIncludedAmt0503618
IRS990ScheduleD/OtherRevenueAmt0503618
IRS990ScheduleD/RevenueNotReportedAmt0541476
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01150673
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS BEING USED AS AN INVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FASB ASC 740, INCOME TAXES, PROVIDES GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CLARIFIES HOW TAX BENEFITS FOR UNCERTAIN TAX POSITIONS ARE TO BE RECOGNIZED, MEASURED, AND REPORTED IN FINANCIAL STATEMENTS AND REQUIRES CERTAIN DISCLOSURES OF UNCERTAIN TAX MATTERS. AT DECEMBER 31, 2017 AND 2016, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. THE FOUNDATION'S POLICY IS TO CLASSIFY INTEREST AND PENALTIES RECOGNIZED IN CONNECTION WITH INCOME TAX MATTERS AS MISCELLANEOUS EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 461,088. COST OF GOODS SOLD 42,530.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 461,088. COST OF GOODS SOLD 42,530.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019529
IRS990ScheduleD/TotalExpensesPerForm990Amt01431076
IRS990ScheduleD/TotalRevenuePerForm990Amt01150673
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01692149
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01934694
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0461088
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NYC GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LOST DUNES INVITATIONAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0875666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0158763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0276266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01310695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0875666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0158763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0276266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01310695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0849607
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt091552
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0461088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0295987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt073549
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt46750
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt612500
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt89600
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010450
IRS990ScheduleI/RecipientTable/CashGrantAmt1129438
IRS990ScheduleI/RecipientTable/CashGrantAmt1225000
IRS990ScheduleI/RecipientTable/CashGrantAmt1330000
IRS990ScheduleI/RecipientTable/CashGrantAmt146000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SUPPORT

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$564,033
Liabilities
$403,361
Net assets
$160,672
Revenue
$1,150,673
Expenses
$1,431,076
Net income
-$280,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.26$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.25$0.20$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.05$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.35$0.42$0.23$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.17$0.14$0.18$0.40$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.28$0.35$1.17$0.90$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.56$0.08$1.30$1.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.40$0.16$1.15$1.43$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.58$0.43$1.62$1.15$0.47
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.70$0.04$1.20$1.42$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.66$0.22$1.32$1.03$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.11$0.53$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.19$0.16$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.25$0.17$0.42