Civic Intelligence

Barney & Barney Foundation

990 • Fiscal year 2020 • EIN 27-0277068

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Post Office Box 85638San Diego, CA 92186

(858) 587-7527

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.08x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,774,412

Up $43,522 (+2.5%) from 2019

Net Assets

Up

$1,763,086

Up $34,451 (+2.0%) from 2019

Liabilities

Up

$11,326

Up $9,071 (+402%) from 2019

Revenue

Down

$147,236

Down $287,719 (-66%) from 2019

Expenses

Down

$224,500

Down $182,904 (-45%) from 2019

Net Income

Down

-$77,264

Down $104,815 (-380%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $795,040Liabilities 2011: $14,281Net Assets 2011: $780,7592011Assets 2012: $882,418Liabilities 2012: $42,202Net Assets 2012: $840,2162012Assets 2013: $883,148Liabilities 2013: $3,428Net Assets 2013: $879,7202013Assets 2014: $1,832,438Liabilities 2014: $90,475Net Assets 2014: $1,741,9632014Assets 2015: $1,840,386Liabilities 2015: $72,427Net Assets 2015: $1,767,9592015Assets 2016: $1,772,294Liabilities 2016: $6,110Net Assets 2016: $1,766,1842016Assets 2017: $1,694,417Liabilities 2017: $5,759Net Assets 2017: $1,688,6582017Assets 2018: $1,643,036Liabilities 2018: $10,083Net Assets 2018: $1,632,9532018Assets 2019: $1,730,890Liabilities 2019: $2,255Net Assets 2019: $1,728,6352019Assets 2020: $1,774,412Liabilities 2020: $11,326Net Assets 2020: $1,763,0862020Assets 2021: $2,004,509Liabilities 2021: $10,535Net Assets 2021: $1,993,9742021Assets 2022: $1,857,662Liabilities 2022: $91,121Net Assets 2022: $1,766,5412022Assets 2023: $2,031,047Liabilities 2023: $16,088Net Assets 2023: $2,014,9592023Assets 2024: $2,305,282Liabilities 2024: $90,607Net Assets 2024: $2,214,6752024

Highlighted filing

2020

Assets$1,774,412
Liabilities$11,326
Net Assets$1,763,086

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $248,7392011Expenses 2012: $277,7962012Revenue 2013: $356,359Expenses 2013: $313,730Net Income 2013: $42,6292013Revenue 2014: $1,206,495Expenses 2014: $396,510Net Income 2014: $809,9852014Revenue 2015: $410,719Expenses 2015: $384,723Net Income 2015: $25,9962015Revenue 2016: $407,160Expenses 2016: $408,935Net Income 2016: -$1,7752016Revenue 2017: $296,636Expenses 2017: $374,162Net Income 2017: -$77,5262017Revenue 2018: $325,910Expenses 2018: $381,615Net Income 2018: -$55,7052018Revenue 2019: $434,955Expenses 2019: $407,404Net Income 2019: $27,5512019Revenue 2020: $147,236Expenses 2020: $224,500Net Income 2020: -$77,2642020Revenue 2021: $417,694Expenses 2021: $361,068Net Income 2021: $56,6262021Revenue 2022: $507,720Expenses 2022: $426,694Net Income 2022: $81,0262022Revenue 2023: $519,739Expenses 2023: $490,454Net Income 2023: $29,2852023Revenue 2024: $497,980Expenses 2024: $472,982Net Income 2024: $24,9982024

Highlighted filing

2020

Revenue$147,236
Expenses$224,500
Net Income-$77,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$147,236
Mission and Program Overview

Mission

The barney & barney foundation is committed to giving back - to provide for those in need, support our youth, advance the arts and protect the environment.

To provide for those in need, support our youth, advance the arts and protect the environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,470,696$1,617,223▲ $146,527
Savings and Temporary Cash Investments$209,170$93,569▼ $115,601
Cash and Non-Interest-Bearing Accounts$23,995$54,620▲ $30,625
Pledges and Grants Receivable$25,029--
Prepaid Expenses and Deferred Charges$2,000--
Total Assets$1,730,890$1,774,412▲ $43,522
Other Assets Total$0$9,000▲ $9,000
Liabilities
Accounts Payable and Accrued Expenses$2,255$11,326▲ $9,071
Total Liabilities$2,255$11,326▲ $9,071
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,728,635$1,763,086▲ $34,451
Total Net Assets Fund Balance$1,728,635$1,763,086▲ $34,451
Total Liabilities and Net Assets / Fund Balance$1,730,890$1,774,412▲ $43,522
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul HeringPresident/chair
Allison BarneyDirector
Amy BruttoDirector
Bill PeartreeDirector
Chris WilliamsDirector
Erin QuigleyDirector
Luann McswiggenDirector
Sam QuigleyDirector
Steve SheaDirector
Trindl ReevesDirector
Arlene LiebermanSecretary/executive Director
Hal DunningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,463
Program Service Revenue
$0
Investment Income
$43,773
Other Revenue
$0
All Other Contributions
$103,463
Change in Net Assets
$-77,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,480
Other Expenses$31,020
Total Fundraising Expense$15,122
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$193,480--$193,480
Conferences and Meetings--$10,786$10,786
Fees for Service Investment Mgmnt Fees-$8,755-$8,755
Fees for Services Accounting-$8,650-$8,650
Office Expenses--$4,336$4,336
Insurance-$2,493-$2,493
Other Expenses-$-4,000-$-4,000
Total Functional Expenses$193,480$15,898$15,122$224,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The San Diego FoundationSan Diego, CA501(c)(3)General Support$95,000
Orange County Community FoundationNewport Beach, CA501(c)(3)General Support$25,000
California Community FoundationLos Angeles, CA501(c)(3)General Support$22,000
Food Bank of Contra Costa and SolanoConcord, CA501(c)(3)General Support$19,000
The San Francisco FoundationSan Francisco, CA501(c)(3)General Support$19,000
Day for ChangeSan Diego, CA501(c)(3)General Support$7,500
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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 A, Line 2

Directors erin quigley and sam quigley have a family relationship.

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

Form 990 is reviewed by the president and treasurer prior to filing, and a copy is provided to all board members.

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

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: (1) has received a copy of the conflict of interest policy, (2) has read and understands the policy, (3) has agreed to comply with the policy, and (4) understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: (1) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining. (2) whether partnerships, joint ventures, and arrangements with management organizations conform to the organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, farther charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.

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. Additionally, much of this information is available through corporate filings that become public record.

Filing and Contact Details

Filer

Filer Name
Barney & Barney Foundation
EIN
27-0277068
Phone
8585877527
Address
POST OFFICE BOX 85638, SAN DIEGO, CA 92186

Signing Officer

Name
Hal Dunning
Title
Treasurer
Phone
8585877527
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Hering
Formed
2009
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
20

Preparer

Firm
Beachfleischman Pc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Monica a Vera CPA
Phone
5203214600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Asc 740 footnote from compiled financial statements: the foundation is exempt from income taxes under both federal (internal revenue code section 501(c)(3)) and california income tax laws, and is classified as other than a private foundation under section 509(a)(1). Income from certain activities not directly related to the foundation's tax-exempt purpose, however, may be subject to taxation as unrelated business income (ubti). From time to time, the foundation may be subject to penalties and interest assessed by various taxing authorities, which will be classified as management and general expenses, if they occur.

Raw XML AppendixShowing 400 of 450 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/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-77264
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0209170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0357658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0451381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0438491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0407572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01758565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04803
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt076788
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89400
IRS990ScheduleA/PublicSupportPY170Pct00.92670
IRS990ScheduleA/PublicSupportTotal170Amt01655467
IRS990ScheduleA/SubstantialContributorsTotAmt0103098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0357658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0451381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0438491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0407572
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01758565
IRS990ScheduleA/TotalSupportAmt01851838
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt016485
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt016485
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 FOOTNOTE FROM COMPILED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND CALIFORNIA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBTI). FROM TIME TO TIME, THE FOUNDATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt022000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt219000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt495000
IRS990ScheduleI/RecipientTable/CashGrantAmt519000
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/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DAY FOR CHANGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FOOD BANK OF CONTRA COSTA AND SOLANO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ORANGE COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4THE SAN DIEGO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE SAN FRANCISCO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0953510055
IRS990ScheduleI/RecipientTable/RecipientEIN1330904965
IRS990ScheduleI/RecipientTable/RecipientEIN2942418054
IRS990ScheduleI/RecipientTable/RecipientEIN3330378778
IRS990ScheduleI/RecipientTable/RecipientEIN4952942582
IRS990ScheduleI/RecipientTable/RecipientEIN5010679337
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0221 S FIGUEROA STREET SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19171 TOWNE CENTRE DRIVE NO 500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24010 NELSON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34041 MACARTHUR BLVD SUITE 510
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42508 HISTORIC DECATUR ROAD NO 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5ONE EMBARCADERO CENTER NO 1400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CONCORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEWPORT BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090012
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294520
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392660
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd594111
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVES SUBMISSIONS AND ACCEPTS GRANT NOMINATIONS ONCE A YEAR FROM ITS ASSOCIATES. THE PROPOSALS ARE THEN REVIEWED AND NARROWED DOWN BY A COMMITTEE, AFTER WHICH POTENTIAL RECIPIENTS ARE INVITED TO APPLY FORMALLY. GRANT AMOUNTS VARY YEAR AFTER YEAR, DEPENDING ON FUNDS RAISED AND THE NEED OF THE POTENTIAL RECIPIENT. DURING 2020, THE FOUNDATION FUNDED COVID-19 COMMUNITY RESPONSE FUNDS IN THE COMMUNITIES IT SERVES. $182,200 OF CONTRIBUTIONS WERE MADE TO ORGANIZATIONS' COVID-19 RESPONSE FUNDS IN 2020.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS ERIN QUIGLEY AND SAM QUIGLEY HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO FILING, AND A COPY IS PROVIDED TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (2) HAS READ AND UNDERSTANDS THE POLICY, (3) HAS AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FARTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, MUCH OF THIS INFORMATION IS AVAILABLE THROUGH CORPORATE FILINGS THAT BECOME PUBLIC RECORD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01730890
IRS990/TotalAssetsEOYAmt01774412
IRS990/TotalAssetsGrp/BOYAmt01730890
IRS990/TotalAssetsGrp/EOYAmt01774412
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0103463
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015122
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015898
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0193480
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02255
IRS990/TotalLiabilitiesEOYAmt011326
IRS990/TotalLiabilitiesGrp/BOYAmt02255
IRS990/TotalLiabilitiesGrp/EOYAmt011326
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01728635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01763086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0193480
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043773
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147236

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.09$2.21$0.50$0.47$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.01$0.52$0.49$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.09$1.77$0.51$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.42$0.36$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.15$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.43$0.41$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.33$0.38$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.69$0.30$0.37$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.77$0.41$0.41$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.07$1.77$0.41$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.09$1.74$1.21$0.40$0.81
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.36$0.31$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.04$0.84$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.01$0.78$0.25