Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment income. Amount: 2,325.”
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Balance Sheet
Assets
Down$87,180
Down $3,163 (-3.5%) from 2016
Net Assets
Down$87,180
Down $3,163 (-3.5%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$17,503
Down $4,715 (-21%) from 2016
Expenses
Up$20,666
Up $695 (+3.5%) from 2016
Net Income
Down-$3,163
Down $5,410 (-241%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- May 3, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $17,503
Mission and Program Overview
Mission
To provide financial assistance to orphans, widows, neglected, underserved children and adults, both domestically and in developing countries to improve education, nutrition, health, and medical needs of the individual.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| HELPED ORGANIZE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS | $18,623 | $18,623 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATHY MORGAN | President | - | $0 | - | - |
| SCOTT MORGAN | Vice President | - | $0 | - | - |
| JASON CONGER | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Branches Foundation
- EIN
- 26-3876947
- Phone
- 5416394105
- Address
- 61370 CULTUS LAKE COURT, BEND, OR 97702
Signing Officer
- Name
- Kathy Morgan
- Title
- President
- Phone
- 5416394105
- Signed
- 2018-05-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Price Fronk & Co
- Address
- 2796 NW CLEARWATER DR, BEND, OR 97703
- Preparer
- Candace S Fronk
- Phone
- 5413824791
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: tree 4 hope. Grantee address: 1492 linglestown road harrisburg, pa 17110. Property description: cash. Date of gift: 05/25/17. Amount given: 17,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: habitat for humanity. Grantee address: 224 ne thurston ave bend, or 97701. Property description: cash. Date of gift: 02/10/17. Amount given: 1,123. Total included on form 990-ez, line 10: 18,623.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: supplies. Amount: 715. Description: misc. Amount: 390. Description: state taxes. Amount: 30. Total to form 990-ez, line 16: 1,135.”
Raw XML Appendix167 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1135 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE FINANCIAL ASSISTANCE TO ORPHANS, WIDOWS, NEGLECTED, UNDERSERVED CHILDREN AND ADULTS, BOTH DOMESTICALLY AND IN DEVELOPING COUNTRIES TO IMPROVE EDUCATION, NUTRITION, HEALTH, AND MEDICAL NEEDS OF THE INDIVIDUAL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HELPED ORGANIZE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18623 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 20666 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 18623 |
| IRS990EZ/TotalRevenueAmt | 0 | 17503 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 15178 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20536 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 26655 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21719 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 84088 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 2325 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2955 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4018 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4599 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 46 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 13943 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 2325 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 2955 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 4018 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 4599 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 46 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 13943 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.14220 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.14510 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.85780 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.85490 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 84088 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 15178 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20536 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 26655 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21719 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 84088 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 17503 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 23491 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 30673 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 26318 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 46 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 98031 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 2,325. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: TREE 4 HOPE. GRANTEE ADDRESS: 1492 LINGLESTOWN ROAD HARRISBURG, PA 17110. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/25/17. AMOUNT GIVEN: 17,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 224 NE THURSTON AVE BEND, OR 97701. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/10/17. AMOUNT GIVEN: 1,123. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,623. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: SUPPLIES. AMOUNT: 715. DESCRIPTION: MISC. AMOUNT: 390. DESCRIPTION: STATE TAXES. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 1,135. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHY MORGAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5416394105 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-03 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BRAN |
| ReturnHeader/Filer/EIN | 0 | 263876947 |
| ReturnHeader/Filer/PhoneNum | 0 | 5416394105 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 61370 CULTUS LAKE COURT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97702 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 58FA0F2CCEBD292C01E68693276CEDC4A1D4AD53 |
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| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 65.158.187.178 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:55:38 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 930620214 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICE FRONK & CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2796 NW CLEARWATER DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BEND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5413824791 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CANDACE S FRONK |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-05-10T17:38:56-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $87,180
- Liabilities
- $0
- Net assets
- $87,180
- Revenue
- $17,503
- Expenses
- $20,666
- Net income
- -$3,163