Civic Intelligence

Camp Hope Foundation

990 • Fiscal year 2015 • EIN 27-3056311

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization ProfileDAXLOCKE.ORG
PO Box 506Washington, IL 61571

(309) 648-8218

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

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

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$122,261

Down $76,035 (-38%) from 2014

Net Assets

Down

$121,260

Down $64,715 (-35%) from 2014

Liabilities

Down

$1,001

Down $11,320 (-92%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin9th percentile

Revenue

Down

$160,831

Down $86,672 (-35%) from 2014

Expenses

Up

$225,546

Up $74,185 (+49%) from 2014

Net Income

Down

-$64,715

Down $160,857 (-167%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2011: $183,728Liabilities 2011: $0Net Assets 2011: $183,7282011Assets 2013: $244,707Liabilities 2013: $154,874Net Assets 2013: $89,8332013Assets 2014: $198,296Liabilities 2014: $12,321Net Assets 2014: $185,9752014Assets 2015: $122,261Liabilities 2015: $1,001Net Assets 2015: $121,2602015Assets 2016: $185,486Liabilities 2016: $10,057Net Assets 2016: $175,4292016Assets 2017: $205,784Liabilities 2017: $698Net Assets 2017: $205,0862017Assets 2018: $105,699Liabilities 2018: $437Net Assets 2018: $105,2622018Assets 2019: $59,069Liabilities 2019: $0Net Assets 2019: $59,0692019Assets 2020: $92,021Liabilities 2020: $0Net Assets 2020: $92,0212020Assets 2021: $79,074Liabilities 2021: $0Net Assets 2021: $79,0742021Assets 2022: $119,821Liabilities 2022: $0Net Assets 2022: $119,8212022Assets 2024: $137,231Liabilities 2024: $1,550Net Assets 2024: $135,6812024

Highlighted filing

2015

Assets$122,261
Liabilities$1,001
Net Assets$121,260
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $60,0772011Revenue 2013: $137,694Expenses 2013: $160,724Net Income 2013: -$23,0302013Revenue 2014: $247,503Expenses 2014: $151,361Net Income 2014: $96,1422014Revenue 2015: $160,831Expenses 2015: $225,546Net Income 2015: -$64,7152015Revenue 2016: $296,626Expenses 2016: $242,457Net Income 2016: $54,1692016Revenue 2017: $144,625Expenses 2017: $114,968Net Income 2017: $29,6572017Revenue 2018: $193,423Expenses 2018: $293,247Net Income 2018: -$99,8242018Revenue 2019: $126,778Expenses 2019: $172,971Net Income 2019: -$46,1932019Revenue 2020: $136,733Expenses 2020: $100,684Net Income 2020: $36,0492020Revenue 2021: $94,220Expenses 2021: $107,167Net Income 2021: -$12,9472021Revenue 2022: $132,328Expenses 2022: $91,581Net Income 2022: $40,7472022Revenue 2024: $223,465Expenses 2024: $206,900Net Income 2024: $16,5652024

Highlighted filing

2015

Revenue$160,831
Expenses$225,546
Net Income-$64,715
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$197,750
Mission and Program Overview

Mission

To serve those affected by cancer, blood diseases, and other catastrophic illnesses with free, in-person, and medically safe camps and other support programs.

Support other organizations conducting charitable activities; help the children at st. Jude children's hospital; the amount of people that benefit from programs is determined upon how many families are in need of help at st. Jude.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$198,296$122,261▼ $76,035
Total Assets$198,296$122,261▼ $76,035
Liabilities
Deferred Revenue$10,000--
Accounts Payable and Accrued Expenses$2,321$1,001▼ $1,320
Total Liabilities$12,321$1,001▼ $11,320
Net Assets / Fund Balance
Unrestricted Net Assets$185,975$121,260▼ $64,715
Total Net Assets Fund Balance$185,975$121,260▼ $64,715
Total Liabilities and Net Assets / Fund Balance$198,296$122,261▼ $76,035
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie BrownDirector/employeeFT$50,000$50,000
Theresa MontgomerySecretary/office Mgr.FT$35,927$35,927

Board Members and Trustees

NameTitle
Julie LockeFounder/president
Leann HeuserDirector
Kristie DraweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,238
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$42,593
All Other Contributions
$88,418
Change in Net Assets
$-64,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,497
Grants and Similar Amounts Paid$82,448
Other Expenses$50,601
Total Fundraising Expense$8,808
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,685$29,739$1,500$85,924
Grants to Domestic Orgs$48,746--$48,746
Grants to Domestic Individuals$33,702--$33,702
Office Expenses$1,063$10,142$441$11,646
Travel$3,689$561$3,939$8,189
Payroll Taxes$4,183$2,275$115$6,573
Occupancy$4,149$1,185$591$5,925
Other Expenses$1,122$1,459$2,008$4,589
Information Technology$0$3,504$0$3,504
Fees for Services Accounting$0$1,175$0$1,175
Advertising$0$0$214$214
Total Functional Expenses$166,698$50,040$8,808$225,546
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Siu Foundation (camp Coco)Carbondale, IL501(c)(3)General Support$44,341
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,673
Fundraising Direct Expenses$33,513
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cheers for Dax$70,221$53,121$12,715$40,406
Dally for Dax$22,343$14,868$1,575$13,293
Total Events$107,493$77,673$33,513$44,160
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Theresa MontgomeryFamily of PresidentPayroll CompensationNo$35,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
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
Filing and Contact Details

Filer

Filer Name
Dax Locke Foundation
EIN
27-3056311
Phone
3096488218
Address
PO BOX 506, WASHINGTON, IL 61571

Signing Officer

Name
Julie Locke
Title
President
Phone
3096488218
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Locke
Formed
2010
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
175

Preparer

Firm
Koch Consultants Ltd
Address
11770 MILLER RD, TREMONT, IL 61568
Preparer
Nathan D Koch
Phone
3092673796
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Julie locke, theresa montgomery - family”

Pt VI, Line 12C

“President monitors annual disclosures made by all board members; any conflicts reported are monitored to ensure the person involved does not discuss or vote on the particular transaction.”

Pt VI, Line 19

“All of these documents are made available upon request by members of the general public.”

Pt VI, Line 11B

“Form 990 is prepared by a third-party accountant; president reviews the form prior to signature and filing.”

Raw XML Appendix388 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077673
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044160
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04015
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018305
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033702
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PERSONAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/RecipientTable/CashGrantAmt044341
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIU FOUNDATION (CAMP COCO)
IRS990ScheduleI/RecipientTable/RecipientEIN0376024575
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01235 DOUGLAS DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARBONDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd062901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUNDATION PERSONNEL INDENTIFY SPECIFIC NEEDS THROUGH THEIR PERSONAL KNOWLEDGE GAINED DURING VOLUNTEER ACTIVITIES WITH ST. JUDE PATIENTS/FAMILIES. A COMMITTEE IS INVOLVED WITH APPROVAL OF SPECIFIC AMOUNTS, AND THE FOUNDATION BOARD LENDS ITS SUPPORT FOR PROVIDING THE SPECIFIC ASSISTANCE. ST. JUDE AND CAMP COCO ARE KNOWN ENTITIES, AND THE FOUNDATION SUPPORTS THESE ORGANIZATIONS FULLY (NOTE GIFT TO ST. JUDE WAS BELOW $5,000 IN 2015 SO NOT REQUIRED ON THIS FORM)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THERESA MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY OF PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt035927
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAYROLL COMPENSATION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIE LOCKE, THERESA MONTGOMERY - FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT MONITORS ANNUAL DISCLOSURES MADE BY ALL BOARD MEMBERS; ANY CONFLICTS REPORTED ARE MONITORED TO ENSURE THE PERSON INVOLVED DOES NOT DISCUSS OR VOTE ON THE PARTICULAR TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST BY MEMBERS OF THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTANT; PRESIDENT REVIEWS THE FORM PRIOR TO SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0198296
IRS990/TotalAssetsEOYAmt0122261
IRS990/TotalAssetsGrp/BOYAmt0198296
IRS990/TotalAssetsGrp/EOYAmt0122261
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0118238
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08808
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050040
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166698
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012321
IRS990/TotalLiabilitiesEOYAmt01001
IRS990/TotalLiabilitiesGrp/BOYAmt012321
IRS990/TotalLiabilitiesGrp/EOYAmt01001
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185975
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0121260
IRS990/TotalProgramServiceExpensesAmt0166698
IRS990/TotalReportableCompFromOrgAmt085927
IRS990/TotalRevenueGrp/ExclusionAmt044160
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1567
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160831
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0122261
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt03939
IRS990/TravelGrp/ManagementAndGeneralAmt0561
IRS990/TravelGrp/ProgramServicesAmt03689
IRS990/TravelGrp/TotalAmt08189
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0185975
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0121260
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 506
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061571
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0DAXLOCKE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LOCKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096488218
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAX LOCKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAXL
ReturnHeader/Filer/EIN0273056311
ReturnHeader/Filer/PhoneNum03096488218
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 506
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOCH CONSULTANTS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011770 MILLER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061568
ReturnHeader/PreparerPersonGrp/PhoneNum03092673796
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN D KOCH
ReturnHeader/ReturnTs02016-11-09T20:31:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$122,261
Liabilities
$1,001
Net assets
$121,260
Revenue
$160,831
Expenses
$225,546
Net income
-$64,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.02$1.36$2.23$2.07$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$1.32$0.92$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.94$1.07$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$1.37$1.01$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$1.27$1.73$0.46
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.05$1.93$2.93$1.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.01$2.05$1.45$1.15$0.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.10$1.75$2.97$2.42$0.54
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$1.61$2.26$0.65
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.12$1.86$2.48$1.51$0.96
2013Detailed filing. Detailed filing data is available for this year.$2.45$1.55$0.90$1.38$1.61$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.60