Civic Intelligence

Adera Foundation

990 • Fiscal year 2018 • EIN 26-4350780

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

2901 Riverglen DriveFort Worth, TX 76109

(817) 692-0169

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$580,553

Up $148,019 (+34%) from 2017

Net Assets

Up

$565,617

Up $137,667 (+32%) from 2017

Liabilities

Up

$14,936

Up $10,352 (+226%) from 2017

Revenue And Expenses

Revenue

Up

$707,817

Up $59,724 (+9.2%) from 2017

Expenses

Up

$570,150

Up $1,159 (+0.2%) from 2017

Net Income

Up

$137,667

Up $58,565 (+74%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $213,237Liabilities 2013: $1,510Net Assets 2013: $211,7272013Assets 2014: $216,862Liabilities 2014: $1,212Net Assets 2014: $215,6502014Assets 2015: $315,222Liabilities 2015: $14,651Net Assets 2015: $300,5712015Assets 2016: $357,285Liabilities 2016: $8,437Net Assets 2016: $348,8482016Assets 2017: $432,534Liabilities 2017: $4,584Net Assets 2017: $427,9502017Assets 2018: $580,553Liabilities 2018: $14,936Net Assets 2018: $565,6172018Assets 2019: $659,804Liabilities 2019: $32,545Net Assets 2019: $627,2592019Assets 2020: $821,722Liabilities 2020: $5,844Net Assets 2020: $815,8782020Assets 2021: $999,856Liabilities 2021: $6,683Net Assets 2021: $993,1732021Assets 2022: $1,141,349Liabilities 2022: $18,113Net Assets 2022: $1,123,2362022Assets 2023: $1,248,155Liabilities 2023: $9,696Net Assets 2023: $1,238,4592023Assets 2024: $1,870,887Liabilities 2024: $5,233Net Assets 2024: $1,865,6542024

Highlighted filing

2018

Assets$580,553
Liabilities$14,936
Net Assets$565,617

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2013: $370,837Expenses 2013: $341,458Net Income 2013: $29,3792013Revenue 2014: $343,931Expenses 2014: $340,008Net Income 2014: $3,9232014Revenue 2015: $523,405Expenses 2015: $438,484Net Income 2015: $84,9212015Revenue 2016: $484,404Expenses 2016: $436,127Net Income 2016: $48,2772016Revenue 2017: $648,093Expenses 2017: $568,991Net Income 2017: $79,1022017Revenue 2018: $707,817Expenses 2018: $570,150Net Income 2018: $137,6672018Revenue 2019: $769,619Expenses 2019: $707,977Net Income 2019: $61,6422019Revenue 2020: $786,419Expenses 2020: $597,800Net Income 2020: $188,6192020Revenue 2021: $814,246Expenses 2021: $636,951Net Income 2021: $177,2952021Revenue 2022: $919,779Expenses 2022: $789,716Net Income 2022: $130,0632022Revenue 2023: $1,015,806Expenses 2023: $900,583Net Income 2023: $115,2232023Revenue 2024: $1,542,196Expenses 2024: $915,001Net Income 2024: $627,1952024

Highlighted filing

2018

Revenue$707,817
Expenses$570,150
Net Income$137,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$721,131
Mission and Program Overview

Mission

Adera foundation assists individuals and organizations in improving people's lives around the world by providing research, logistics and assistance in project development and implementation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$303,794$380,548▲ $76,754
Prepaid Expenses and Deferred Charges$31,335$104,204▲ $72,869
Savings and Temporary Cash Investments$89,194$90,528▲ $1,334
Accounts Receivable$8,211$5,273▼ $2,938
Total Assets$432,534$580,553▲ $148,019
Liabilities
Accounts Payable and Accrued Expenses$4,584$14,936▲ $10,352
Total Liabilities$4,584$14,936▲ $10,352
Net Assets / Fund Balance
Unrestricted Net Assets$355,086$457,484▲ $102,398
Temporarily Rstr Net Assets$72,864$108,133▲ $35,269
Total Net Assets Fund Balance$427,950$565,617▲ $137,667
Total Liabilities and Net Assets / Fund Balance$432,534$580,553▲ $148,019

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,948$3,948
Other Land Buildings-$695$695
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie MillerExecutive DiFT$63,333$63,333

Board Members and Trustees

NameTitle
Hagen HaentschPresident
Abby LuskieDirector
Asha JohnDirector
Caren RobertsonDirector
David RappDirector
Dr Joseph BurkettDirector
Joe RobertsonDirector
Katie HaentschDirector
Molly BurkettDirector
Traci HancockDirector
Louis HockettController/f
Toni MeadowsSecretary
Clayton LuskieVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$593,564
Program Service Revenue
$0
Investment Income
$1,334
Other Revenue
$112,919
All Other Contributions
$555,164
Change in Net Assets
$137,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$398,151
Other Expenses$103,913
Salaries, Compensation, and Employee Benefits$68,086
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$342,370--$342,370
Current Officers, Directors, Trustees, and Key Employees-$63,333-$63,333
Grants to Domestic Individuals$55,781--$55,781
Office Expenses-$30,908-$30,908
Information Technology-$10,902-$10,902
Travel-$9,284-$9,284
Payroll Taxes-$4,753-$4,753
Conferences and Meetings-$1,484-$1,484
Insurance-$1,463-$1,463
Advertising-$572-$572
Fees for Services Accounting-$459-$459
Other Expenses$67$2,950-$67
Total Functional Expenses$444,042$126,108$0$570,150
International Activity

International Summary

Offices
6
Employees
85
Spending
$374,690

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
EthiopiaDay CareSchool Supplies125$190,525
EthiopiaLife ImprovementWork Program120$62,540
EthiopiaFeedingFood & Clothing16$49,377
EthiopiaSpiritual DevelopPastor Training15$39,881
EthiopiaOrphanageChild Care128$17,082
EthiopiaEducationGraduate Training11$15,285
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,000
Fundraising Direct Expenses$13,314
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm to Table$56,400$18,000$13,314$4,686
Total Events$56,400$18,000$13,314$4,686
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
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, Page 6, Part VI, Line 2

Joe robertson caren robertson director director husband & wife dr. Joseph burkett molly burkett director director husband & wife hagen haentsch katie haentsch president director husband & wife clayton luskie abby luskie vp director husband & wife abby luskie dr. Joseph burkett director director daughter & father abby luskie molly burkett director director daughter & mother

Form 990, Page 6, Part VI, Line 11B

Return is provided to board chairman, controller and executive director for review prior to filing

Form 990, Page 6, Part VI, Line 12C

Annual conflict of interest statement required of each board member

Form 990, Page 6, Part VI, Line 19

Documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Adera Foundation
EIN
26-4350780
Phone
8176920169
Address
2901 RIVERGLEN DRIVE, FORT WORTH, TX 76109

Signing Officer

Name
Julie Miller
Title
Executive Director
Phone
8176920169
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Miller
Formed
2009
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
60

Preparer

Firm
Barg & Henson Cpas Pllc
Address
1300 S UNIVERSITY DR STE 312, FORT WORTH, TX 76107-8099
Preparer
Robert a Henson
Phone
8178701057
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Training, coordinating, accounting & professional services

Form 990, Page 2, Part III, Line 4D

Project facilitation and related management of facilities improvements,

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IRS990/PYOtherExpensesAmt0117588
IRS990/PYOtherRevenueAmt049095
IRS990/PYRevenuesLessExpensesAmt079102
IRS990/PYSalariesCompEmpBnftPaidAmt059208
IRS990/PYTotalExpensesAmt0568991
IRS990/PYTotalRevenueAmt0648093
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0137667
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089194
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090528
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER PROGRAM RELATED INCOME 235,526
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0593564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0594617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0440342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0493216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0338731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02460470
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0159992
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0112919
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt049766
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt041439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt026202
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05200
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0235526
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79970
IRS990ScheduleA/PublicSupportPY170Pct00.82300
IRS990ScheduleA/PublicSupportTotal170Amt02155873
IRS990ScheduleA/SubstantialContributorsTotAmt0304597
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0593564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0594617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0440342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0493216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0338731
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02460470
IRS990ScheduleA/TotalSupportAmt02695996
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03948
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03948
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0695
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0695
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt028
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt125
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt26
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt31
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt45
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt520
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt31
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt41
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt51
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt017082
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1190525
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt249377
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt315285
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt439881
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt562540
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5ETHIOPIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0CHILD CARE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1SCHOOL SUPPLIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2FOOD & CLOTHING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3GRADUATE TRAINING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4PASTOR TRAINING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt5WORK PROGRAM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0ORPHANAGE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1DAY CARE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2FEEDING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3EDUCATION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4SPIRITUAL DEVELOP
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5LIFE IMPROVEMENT
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0342370
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK & WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PROJECT FACILITATION
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt085
IRS990ScheduleF/SubtotalOfficesCnt06
IRS990ScheduleF/SubtotalSpentAmt0374690
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0ETHIOPIA 17,082 0 ETHIOPIA 190,525 0 ETHIOPIA 49,377 0 ETHIOPIA 15,285 0 ETHIOPIA 39,881 0 ETHIOPIA 62,540 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalEmployeeCnt085
IRS990ScheduleF/TotalOfficeCnt06
IRS990ScheduleF/TotalSpentAmt0374690
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt038400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013314
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FARM TO TABLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04686
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013314
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt055781
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MISSION TRIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAINING, COORDINATING, ACCOUNTING & PROFESSIONAL SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROJECT FACILITATION AND RELATED MANAGEMENT OF FACILITIES IMPROVEMENTS,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JOE ROBERTSON CAREN ROBERTSON DIRECTOR DIRECTOR HUSBAND & WIFE DR. JOSEPH BURKETT MOLLY BURKETT DIRECTOR DIRECTOR HUSBAND & WIFE HAGEN HAENTSCH KATIE HAENTSCH PRESIDENT DIRECTOR HUSBAND & WIFE CLAYTON LUSKIE ABBY LUSKIE VP DIRECTOR HUSBAND & WIFE ABBY LUSKIE DR. JOSEPH BURKETT DIRECTOR DIRECTOR DAUGHTER & FATHER ABBY LUSKIE MOLLY BURKETT DIRECTOR DIRECTOR DAUGHTER & MOTHER

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