Civic Intelligence

Camp Hope Foundation

990 • Fiscal year 2018 • EIN 27-3056311

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$17,160

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$105,699

Down $100,085 (-49%) from 2017

Net Assets

Down

$105,262

Down $99,824 (-49%) from 2017

Liabilities

Down

$437

Down $261 (-37%) from 2017

Revenue

Up

$193,423

Up $48,798 (+34%) from 2017

Expenses

Up

$293,247

Up $178,279 (+155%) from 2017

Net Income

Down

-$99,824

Down $129,481 (-437%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$105,699
Liabilities$437
Net Assets$105,262

Operations Trend

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

2018

Revenue$193,423
Expenses$293,247
Net Income-$99,824
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$211,567
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$205,784$105,699▼ $100,085
Total Assets$205,784$105,699▼ $100,085
Liabilities
Accounts Payable and Accrued Expenses$698$437▼ $261
Total Liabilities$698$437▼ $261
Net Assets / Fund Balance
Unrestricted Net Assets$155,086$105,262▼ $49,824
Temporarily Rstr Net Assets$50,000--
Total Net Assets Fund Balance$205,086$105,262▼ $99,824
Total Liabilities and Net Assets / Fund Balance$205,784$105,699▼ $100,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Theresa MontgomerySecretary/office Mgr.PT$17,160$17,160

Board Members and Trustees

NameTitle
Julie MooreFounder/president
Brian TibbsDirector
Josh WaiteDirector
Kelly ColeDirector
Leann HeuserDirector
Matt ByrdDirector
Stephanie BrownDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$152,202
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$41,221
All Other Contributions
$135,878
Change in Net Assets
$-99,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$241,495
Other Expenses$33,279
Salaries, Compensation, and Employee Benefits$18,473
Total Fundraising Expense$3,213
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,206--$229,206
Current Officers, Directors, Trustees, and Key Employees$3,432$13,728$0$17,160
Grants to Domestic Individuals$12,289--$12,289
Office Expenses$635$4,290$335$5,260
Fees for Services Accounting$0$5,200$0$5,200
Occupancy$3,113$890$445$4,448
Information Technology$0$3,160$0$3,160
Advertising$0$2,395$672$3,067
Travel$546$311$1,686$2,543
Other Expenses$271$1,023$75$1,369
Payroll Taxes$263$1,050$0$1,313
Total Functional Expenses$257,987$32,047$3,213$293,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ronald Mcdonald House Charities of Central IllinoisSpringfield, IL-Program$108,215
Timber Pointe Charitable FoundationBloomington, IL-Program$67,216
Siu Foundation (camp Hope)Carbondale, IL-Program$53,775
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,365
Fundraising Direct Expenses$18,144
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cheers for Dax$62,688$51,094$6,010$45,084
Dally for Dax$12,201$8,271$3,480$4,791
Total Events$74,889$59,365$18,017$41,348
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$17,160
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 Moore
Title
President
Phone
3096488218
Signed
2019-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Moore
Formed
2010
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
100

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 moore, 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 invovled does not discuss or vote on the particular transaction

Pt VI, Line 19

All of these documents are made avaialble 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

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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018017
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHEERS FOR DAX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DALLY FOR DAX
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07027
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059365
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041348
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06010
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03480
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012289
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PERSONAL ASSISTANCE TO ST. JUDE FAMILIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt050
IRS990ScheduleI/RecipientTable/CashGrantAmt067216
IRS990ScheduleI/RecipientTable/CashGrantAmt1108215
IRS990ScheduleI/RecipientTable/CashGrantAmt253775
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TIMBER POINTE CHARITABLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RONALD MCDONALD HOUSE CHARITIES OF CENTRAL ILLINOIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SIU FOUNDATION (CAMP HOPE)
IRS990ScheduleI/RecipientTable/RecipientEIN0371364140
IRS990ScheduleI/RecipientTable/RecipientEIN1371145155
IRS990ScheduleI/RecipientTable/RecipientEIN2376024575
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 233
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1610 N 7TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21235 DOUGLAS DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BLOOMINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CARBONDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd162702
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd262901
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. CAMP HOPE (FORMERLY CAMP COCO), TIMBER POINTE, AND RONALD MCDONALD HOUSE ARE KNOWN ENTITIES, AND THE FOUNDATION SUPPORTS THESE ORGANIZATIONS FULLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THERESA MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY OF PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt017160
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAYROLL COMPENSATION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIE MOORE, THERESA MONTGOMERY - FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT MONITORS ANNUAL DISCLOSURES MADE BY ALL BOARD MEMBERS; ANY CONFLICTS REPORTED ARE MONITORED TO ENSURE THE PERSON INVOVLED DOES NOT DISCUSS OR VOTE ON THE PARTICULAR TRANSACTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THESE DOCUMENTS ARE MADE AVAIALBLE 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/TemporarilyRstrNetAssetsGrp/BOYAmt050000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0205784
IRS990/TotalAssetsEOYAmt0105699
IRS990/TotalAssetsGrp/BOYAmt0205784
IRS990/TotalAssetsGrp/EOYAmt0105699
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0152202
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03213
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257987
IRS990/TotalFunctionalExpensesGrp/TotalAmt0293247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0698
IRS990/TotalLiabilitiesEOYAmt0437
IRS990/TotalLiabilitiesGrp/BOYAmt0698
IRS990/TotalLiabilitiesGrp/EOYAmt0437
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0205086
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0105262
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0257987
IRS990/TotalReportableCompFromOrgAmt017160
IRS990/TotalRevenueGrp/ExclusionAmt041221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193423
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105699
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt01686
IRS990/TravelGrp/ManagementAndGeneralAmt0311
IRS990/TravelGrp/ProgramServicesAmt0546
IRS990/TravelGrp/TotalAmt02543
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0155086
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0105262
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 506
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061571
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.THEDAXFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096488218
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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