Civic Intelligence

The Foundation for Excellence in Mental Health Care Inc

990 • Fiscal year 2020 • EIN 27-4682873

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileOPENEXCELLENCE.ORG

View Organization Page

8532 SW St Helens Dr 250Wilsonville, OR 97070

(503) 816-5676

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

34th percentile

-1.1%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

78th percentile

$126,300

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

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

Asset Growth

10th percentile

-9.1%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,398,949

Down $140,455 (-9.1%) from 2019

Net Assets

Up

$1,375,947

Up $3,611 (+0.3%) from 2019

Liabilities

Down

$23,002

Down $144,066 (-86%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin34th percentile

Revenue

Down

$1,045,163

Down $1,073,221 (-51%) from 2019

Expenses

Down

$1,056,609

Down $499,622 (-32%) from 2019

Net Income

Down

-$11,446

Down $573,599 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $149,498Liabilities 2011: $25,942Net Assets 2011: $123,5562011Assets 2012: $1,780,194Liabilities 2012: $172,493Net Assets 2012: $1,607,7012012Assets 2013: $1,158,567Liabilities 2013: $75,512Net Assets 2013: $1,083,0552013Assets 2014: $1,669,075Liabilities 2014: $71,427Net Assets 2014: $1,597,6482014Assets 2015: $1,217,936Liabilities 2015: $114,972Net Assets 2015: $1,102,9642015Assets 2016: $1,348,672Liabilities 2016: $213,533Net Assets 2016: $1,135,1392016Assets 2017: $1,476,858Liabilities 2017: $502,460Net Assets 2017: $974,3982017Assets 2018: $906,580Liabilities 2018: $104,654Net Assets 2018: $801,9262018Assets 2019: $1,539,404Liabilities 2019: $167,068Net Assets 2019: $1,372,3362019Assets 2020: $1,398,949Liabilities 2020: $23,002Net Assets 2020: $1,375,9472020Assets 2021: $2,293,344Liabilities 2021: $35,127Net Assets 2021: $2,258,2172021Assets 2022: $1,674,464Liabilities 2022: $8,846Net Assets 2022: $1,665,6182022Assets 2023: $1,356,042Liabilities 2023: $17,071Net Assets 2023: $1,338,9712023Assets 2024: $543,773Liabilities 2024: $21,887Net Assets 2024: $521,8862024

Highlighted filing

2020

Assets$1,398,949
Liabilities$23,002
Net Assets$1,375,947
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $284,2422011Expenses 2012: $1,101,1012012Revenue 2013: $987,047Expenses 2013: $1,616,421Net Income 2013: -$629,3742013Revenue 2014: $1,731,936Expenses 2014: $1,189,011Net Income 2014: $542,9252014Revenue 2015: $575,362Expenses 2015: $1,044,320Net Income 2015: -$468,9582015Revenue 2016: $1,313,605Expenses 2016: $1,278,001Net Income 2016: $35,6042016Revenue 2017: $1,055,337Expenses 2017: $1,588,725Net Income 2017: -$533,3882017Revenue 2018: $805,364Expenses 2018: $972,428Net Income 2018: -$167,0642018Revenue 2019: $2,118,384Expenses 2019: $1,556,231Net Income 2019: $562,1532019Revenue 2020: $1,045,163Expenses 2020: $1,056,609Net Income 2020: -$11,4462020Revenue 2021: $1,737,674Expenses 2021: $645,842Net Income 2021: $1,091,8322021Revenue 2022: $213,528Expenses 2022: $813,059Net Income 2022: -$599,5312022Revenue 2023: $163,581Expenses 2023: $511,515Net Income 2023: -$347,9342023Revenue 2024: $103,363Expenses 2024: $932,560Net Income 2024: -$829,1972024

Highlighted filing

2020

Revenue$1,045,163
Expenses$1,056,609
Net Income-$11,446
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$1,045,163
Mission and Program Overview

Mission

We connect the passion of private philanthropy with the worlds top researchers and programs to bring recoverybased care and supports to every community.

We connect the passion of private philanthropy with the worlds top researchers and programs to bring recovery-based care and supports to every community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,041,495$835,908▼ $205,587
Pledges and Grants Receivable$362,862--
Savings and Temporary Cash Investments-$326,535-
Investments Other Securities$135,047$236,506▲ $101,459
Total Assets$1,539,404$1,398,949▼ $140,455
Liabilities
Grants Payable$100,000--
Accounts Payable and Accrued Expenses$67,068$23,002▼ $44,066
Total Liabilities$167,068$23,002▼ $144,066
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,372,336$1,375,947▲ $3,611
Total Net Assets Fund Balance$1,372,336$1,375,947▲ $3,611
Total Liabilities and Net Assets / Fund Balance$1,539,404$1,398,949▼ $140,455

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$236,506--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica PrattInterim CEO/chief Communications OfficeeFT$106,513$19,787$126,300
Kevin AspegrenChief Philanthropy OfficerFT$103,270$5,486$108,756
Gina Nikkel PhdCEO (part-year)FT$63,953$5,534$69,487
SEANA O'CALLAGHANPresident & CEO (current)PT$38,769$1,188$39,957

Board Members and Trustees

NameTitle
Sandra Steingard MdBoard Chair
Keris Jan MyrickVice Chair
Andrew SmithDirector
Christopher GordonDirector
Gayle Rockmore Berg PhdDirector
Giovan BazanDirector
Hannah LingleyDirector
Kermit ColeDirector
Peter KindermanDirector
Ro SpeightDirector
Yana a JacobsSecretary
David Hughes PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,043,508
Program Service Revenue
$0
Investment Income
$123
Other Revenue
$1,532
All Other Contributions
$959,163
Change in Net Assets
$-11,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$422,253
Grants and Similar Amounts Paid$363,882
Other Expenses$270,474
Total Fundraising Expense$256,327
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$213,882--$213,882
Current Officers, Directors, Trustees, and Key Employees$88,695$54,640$65,991$209,326
Other Salaries and Wages$5,331$57,238$98,658$161,227
Fees for Services Other$31,092$72,914$55,837$159,843
Foreign Grants$150,000--$150,000
Fees for Services Accounting-$43,266-$43,266
Payroll Taxes$8,348$10,775$15,958$35,081
Advertising-$11,993$11,993$23,986
Occupancy-$19,500-$19,500
Other Employee Benefits$888$7,783$4,811$13,482
Information Technology-$6,487-$6,487
Insurance-$6,182-$6,182
Office Expenses-$3,869$728$4,597
Pension Plan Contributions$255$2,207$675$3,137
Travel-$1,502$1,502$3,004
Fees for Services Legal-$2,436-$2,436
Other Expenses-$999$174$1,173
Total Functional Expenses$498,491$301,791$256,327$1,056,609
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mad in America Continuing EducationCambridge, MA501c3Mental Health$125,000
Ohio State UniversityColumbus, OH501c3Research$55,000
Eastern Maine Medical CenterBangor, ME501c3Nutrition & Mental Health$20,000

International Summary

Offices
0
Employees
0
Spending
$150,000

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
EuropeGrantGrantmaking00$150,000
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
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 1

“Authority delegated to committee: an executive committee consists of the foundation's chair, vice chair, secretary, treasurer, president, and one additional member from the governing body. The committee meets monthly and has the authority to make decisions and expenditures below $5,000 without immediate approval of the full board. Minutes of the executive committee sessions are provided to the full board typically within 24 hours of the meeting.”

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

“Organization's process to review form 990: the return was prepared by an independent accountant with assistance and oversight by managment. Upon completion and review, the return was reviewed and discussed at a board meeting prior to its submission to the irs.”

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

“Enforcements of conflicts policy: board members are required to sign a conflict of interest policy and the ceo monitors and enforces any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“Compensation review process: the executive committee of the board of directors sets the compensation of all employees of the organization using information on similar positions within similar nonprofit organizations from the council of foundations salary compensation data charts.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure: the organization's financial statements, conflict of interest policy, and governing documents are avaiable upon request at the organization's administrative office. In addition, the financial statements and other various program documents are available on the organization's website and from guidestar.org.”

Filing and Contact Details

Filer

Filer Name
The Foundation for Excellence in
EIN
27-4682873
Phone
5038165676
Address
8532 SW ST HELENS DR 250, WILSONVILLE, OR 97070
Doing Business As
Open Excellence

Signing Officer

Name
SEANA O'CALLAGHAN
Title
President & CEO
Phone
5038165676
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SEANA O'CALLAGHAN
Formed
2011
Legal Domicile
De
Voting Board Members
13
Independent Board Members
12
Employees
5
Volunteers
12

Preparer

Firm
Kenneth Freed & Company Pc
Address
400 WEST CUMMINGS PARK SUITE 5850, WOBURN, MA 01801-7238
Preparer
Charles Hulbert Jr CPA
Phone
6174241100
Supplemental Narrative

Additional Explanations

Form 990, Part 1, Line 6

“Volunteer members participate in discussions and advising on research, programs, and development.”

Form 990, Part IX, Line 11G

“Outside contract services: program service expenses 31,092. Management and general expenses 66,486. Fundraising expenses 55,837. Total expenses 153,415. Payroll processing fees: program service expenses 0. Management and general expenses 6,428. Fundraising expenses 0. Total expenses 6,428.”

Financial Statement Notes

PART X, LINE 2:

“Fin 48 footnote the foundation is expempt from federal income taxes under section 501(c)(3) of the internal revenue code, except on net income derived from unrealted business activities. The foundation believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Annually, the foundation is required to file federal and state returns applicable to exempt organizations. The returns are generally subject to examination by their respective tax authority for a period of three years after they are filed. The open periods are 2017 - 2020.”

Raw XML AppendixShowing 400 of 532 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO (CURRENT)
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF PHILANTHROPY OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt084345
IRS990/GrantAmt0363882
IRS990/GrantsPayableGrp/BOYAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0213882
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0213882
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01045163
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06487
IRS990/InformationTechnologyGrp/TotalAmt06487
IRS990/InsuranceGrp/ManagementAndGeneralAmt06182
IRS990/InsuranceGrp/TotalAmt06182
IRS990/InvestmentIncomeGrp/ExclusionAmt0123
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0135047
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0236506
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WOLRD'S TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt01372336
IRS990/NetAssetsOrFundBalancesEOYAmt01375947
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015057
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01372336
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01375947
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019500
IRS990/OccupancyGrp/TotalAmt019500
IRS990/OfficeExpensesGrp/FundraisingAmt0728
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03869
IRS990/OfficeExpensesGrp/TotalAmt04597
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04811
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0888
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013482
IRS990/OtherExpensesGrp/Desc0LICENSES, SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0999
IRS990/OtherExpensesGrp/TotalAmt01173
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01532
IRS990/OtherRevenueTotalAmt01532
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt098658
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057238
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05331
IRS990/OtherSalariesAndWagesGrp/TotalAmt0161227
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015958
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010775
IRS990/PayrollTaxesGrp/ProgramServicesAmt08348
IRS990/PayrollTaxesGrp/TotalAmt035081
IRS990/PensionPlanContributionsGrp/FundraisingAmt0675
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02207
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0255
IRS990/PensionPlanContributionsGrp/TotalAmt03137
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0362862
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SEANA O'CALLAGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02114358
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0760391
IRS990/PYInvestmentIncomeAmt04026
IRS990/PYOtherExpensesAmt0277200
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0562153
IRS990/PYSalariesCompEmpBnftPaidAmt0518640
IRS990/PYTotalExpensesAmt01556231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02118384
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11446
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0326535
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01043508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02114358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0801436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01049373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01266087
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06274762
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013562
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017327
IRS990ScheduleA/PublicSupportCY170Pct00.32460
IRS990ScheduleA/PublicSupportPY170Pct00.34390
IRS990ScheduleA/PublicSupportTotal170Amt02042288
IRS990ScheduleA/SubstantialContributorsTotAmt04232474
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01043508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02114358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0801436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01049373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01266087
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06274762
IRS990ScheduleA/TotalSupportAmt06292089
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/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0119882
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt075000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt014
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0349408
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0236506
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 FOOTNOTE THE FOUNDATION IS EXPEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNREALTED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ANNUALLY, THE FOUNDATION IS REQUIRED TO FILE FEDERAL AND STATE RETURNS APPLICABLE TO EXEMPT ORGANIZATIONS. THE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THEIR RESPECTIVE TAX AUTHORITY FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. THE OPEN PERIODS ARE 2017 - 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0236506
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0150000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0150000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0MENTAL HEALTH STUDY
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0150000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0REGION EXPENDITURES INVESTMENTS EUROPE $150,000 $ 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PRT 1, LINE 3 - ACTIVITIES PER REGION
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt0150000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt255000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,398,949
Liabilities
$23,002
Net assets
$1,375,947
Revenue
$1,045,163
Expenses
$1,056,609
Net income
-$11,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.02$0.52$0.10$0.93$0.83
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.34$0.16$0.51$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.67$0.21$0.81$0.60
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.04$2.26$1.74$0.65$1.09
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.38$1.05$1.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.17$1.37$2.12$1.56$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.10$0.80$0.81$0.97$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.50$0.97$1.06$1.59$0.53
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.21$1.14$1.31$1.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.11$1.10$0.58$1.04$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.07$1.60$1.73$1.19$0.54
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.08$1.08$0.99$1.62$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.17$1.61$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.03$0.12$0.28