Civic Intelligence

Alphapointe Foundation

990 • Fiscal year 2016 • EIN 32-0330530

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 08, 2017

7501 ProspectKansas City, MO 64132

(816) 421-5848

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$676,203

Up $35,400 (+5.5%) from 2015

Net Assets

Up

$676,203

Up $35,868 (+5.6%) from 2015

Liabilities

Down

$0

Down $468 (-100%) from 2015

Revenue And Expenses

Revenue

Down

$453,951

Down $532,455 (-54%) from 2015

Expenses

Down

$435,337

Down $11,029 (-2.5%) from 2015

Net Income

Down

$18,614

Down $521,426 (-97%) from 2015

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$0-$1.0MAssets 2012: $83,512Liabilities 2012: $157,560Net Assets 2012: -$74,0482012Assets 2013: $72,927Liabilities 2013: $60,768Net Assets 2013: $12,1592013Assets 2014: $119,152Liabilities 2014: $0Net Assets 2014: $119,1522014Assets 2015: $640,803Liabilities 2015: $468Net Assets 2015: $640,3352015Assets 2016: $676,203Liabilities 2016: $0Net Assets 2016: $676,2032016Assets 2017: $818,504Liabilities 2017: $3,040Net Assets 2017: $815,4642017Assets 2018: $838,344Liabilities 2018: $0Net Assets 2018: $838,3442018Assets 2019: $786,917Liabilities 2019: $0Net Assets 2019: $786,9172019Assets 2020: $953,517Liabilities 2020: $10,500Net Assets 2020: $943,0172020Assets 2021: $2,764,732Liabilities 2021: $0Net Assets 2021: $2,764,7322021Assets 2022: $616,447Liabilities 2022: $0Net Assets 2022: $616,4472022Assets 2023: $1,767,917Liabilities 2023: $0Net Assets 2023: $1,767,9172023Assets 2024: $1,057,207Liabilities 2024: $0Net Assets 2024: $1,057,2072024

Highlighted filing

2016

Assets$676,203
Liabilities$0
Net Assets$676,203

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $503,7582012Expenses 2013: $303,2172013Revenue 2014: $463,871Expenses 2014: $356,878Net Income 2014: $106,9932014Revenue 2015: $986,406Expenses 2015: $446,366Net Income 2015: $540,0402015Revenue 2016: $453,951Expenses 2016: $435,337Net Income 2016: $18,6142016Revenue 2017: $1,177,390Expenses 2017: $1,038,129Net Income 2017: $139,2612017Revenue 2018: $931,775Expenses 2018: $908,895Net Income 2018: $22,8802018Revenue 2019: $772,421Expenses 2019: $823,848Net Income 2019: -$51,4272019Revenue 2020: $1,046,931Expenses 2020: $890,831Net Income 2020: $156,1002020Revenue 2021: $2,755,443Expenses 2021: $933,728Net Income 2021: $1,821,7152021Revenue 2022: $2,691,652Expenses 2022: $4,839,937Net Income 2022: -$2,148,2852022Revenue 2023: $1,645,483Expenses 2023: $494,013Net Income 2023: $1,151,4702023Revenue 2024: $1,079,006Expenses 2024: $1,789,716Net Income 2024: -$710,7102024

Highlighted filing

2016

Revenue$453,951
Expenses$435,337
Net Income$18,614
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$538,097
Mission and Program Overview

Mission

Empowering people with vision loss to achieve their goals and aspirations.

Support and fund youth, seniors, low vision and rehabilitation services for the visually impaired

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$595,914$630,211▲ $34,297
Pledges and Grants Receivable$29,355$44,246▲ $14,891
Cash and Non-Interest-Bearing Accounts$14,236$1,228▼ $13,008
Accounts Receivable$1,298$518▼ $780
Total Assets$640,803$676,203▲ $35,400
Liabilities
Accounts Payable and Accrued Expenses$468$0▼ $468
Total Liabilities$468$0▼ $468
Net Assets / Fund Balance
Permanently Rstr Net Assets$614,516$614,516→ $0
Unrestricted Net Assets$25,819$61,687▲ $35,868
Total Net Assets Fund Balance$640,335$676,203▲ $35,868
Total Liabilities and Net Assets / Fund Balance$640,803$676,203▲ $35,400

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$630,211--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$595,914-▲ $36,222-$630,211
2014-$614,516▼ $17,838-$595,914
Compensation and Service Providers

Employees

NameTitleOtherTotal
Gina GowinExecutive Director$105,844$105,844

Board Members and Trustees

NameTitle
David WestbrookChairperson
Reinhard MabryPresident & CEO
Chad HeggemFirst Vice Chair
Carrie RezacDirector
Dan GedmanDirector
Ed MarquetteDirector
Jill ForrestDirector
Jim DayDirector
Kathy DusenberyDirector
Michael WilliamsDirector
Rick TaylorDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$487,074
Program Service Revenue
$3,135
Investment Income
$18,966
Other Revenue
$-55,224
All Other Contributions
$291,103
Change in Net Assets
$18,614

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$26,995Fair Market Value
Total Noncash Contributions2$26,995-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,442
Total Fundraising Expense$117,957
Grants and Similar Amounts Paid$58,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$231,614$2,443$98,473$332,530
Grants to Domestic Orgs$58,895--$58,895
Other Expenses$18,790--$18,790
Advertising--$18,783$18,783
Office Expenses-$3,713$501$4,214
Fees for Service Investment Mgmnt Fees-$1,925-$1,925
Information Technology--$200$200
Total Functional Expenses$309,299$8,081$117,957$435,337
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AlphapointeKansas City, MO501(c)(3)To Support the Mission of Empowering People With Vision Loss$58,895
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$84,146
Fundraising Gross Income$28,922
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$109,180$19,840$19,260$580
Boots & Pearls$71,062$9,082$9,273$-191
Total Events$180,242$28,922$84,146$-55,224
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
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The supported organization, alphapointe, appoints the voting board members of this organization.

Form 990, Part VI, Section B, Line 11

The completed form 990 is made available to each board member prior to filing with the irs. The controller and cfo review the tax return. The audit committee will review and approve the form 990 prior to filing the form with the irs.

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

Each director of the foundation shall disclose annually if the director has a personal interest, directly or indirectly, in any contract relating to the operations of the foundation, or in any contract for investment, legal, accounting, banking and any other services. Officers, trustees, and key employees are required to disclose any conflicts of interest when they arise and are properly withheld from any discussions or decision making that may be affected by the disclosed conflicts.

Form 990, Part VI, Section C, Line 19

The organization's conflict of interest policy, financial statements and governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alphapointe Foundation
EIN
32-0330530
Phone
8164215848
Address
7501 PROSPECT, KANSAS CITY, MO 64132

Signing Officer

Name
Gina Gowin
Title
Executive Director
Phone
8164215848
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Reinhard Mabry
Formed
2012
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
1,861

Preparer

Firm
Keller & Owens LLC
Address
10955 LOWELL AVE STE 800, OVERLAND PARK, KS 66210
Preparer
Rich a Bili
Phone
9133383500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Administrative services: program service expenses 231,614. Management and general expenses 2,443. Fundraising expenses 98,473. Total expenses 332,530.

Financial Statement Notes

PART V, LINE 4:

The organization is obligated to use these endowment funds for the training of visually impaired people as to working with a guide dog.

PART X, LINE 2:

The organization has adopted the provisions of the fasb asc 740-10, as it might apply to the foundation's financial transactions. The organization's policy is to record a liability for any tax position that is beneficial to the organization, including any related interest and penalties, when it is more likely than not the position taken by management with respect to the transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of september 30, 2016 and, accordingly, no liability has been accrued.

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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03135
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt0185055
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0440552486
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0185055
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt058895
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALPHAPOINTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt058895
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/CYEndwmtFundGrp/AdministrativeExpensesAmt01925
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0595914
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0630211
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt036222
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0764
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0614516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0595914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17838
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0630211
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT HELD WITH ALPHAPOINTE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS OBLIGATED TO USE THESE ENDOWMENT FUNDS FOR THE TRAINING OF VISUALLY IMPAIRED PEOPLE AS TO WORKING WITH A GUIDE DOG.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC 740-10, AS IT MIGHT APPLY TO THE FOUNDATION'S FINANCIAL TRANSACTIONS. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF SEPTEMBER 30, 2016 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0630211
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0108583
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt091391
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0GOLF TOURNAMENT MANAGEMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt017192
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt02729 REDONDO SANTA FE NE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0RIO RANCHO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd087144
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt07500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0151320
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt089340
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt061980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt084146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOTS & PEARLS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012970
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt014326
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt027296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0109180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt071062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0180242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028922
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-55224
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06493
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06493
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09273
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010661
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03663
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014324
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0108583
IRS990ScheduleG/TotalNetToOrganizationAmt091391
IRS990ScheduleG/TotalRetainedByContractorsAmt017192
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt058895
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE MISSION OF EMPOWERING PEOPLE WITH VISION LOSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHAPOINTE
IRS990ScheduleI/RecipientTable/RecipientEIN0440552486
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07501 PROSPECT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064132
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ONLY ORGANIZATION THAT THE FOUNDATION GRANTS FUNDS TO IS ALPHAPOINTE (ITS SUPPORTED ORGANIZATION).
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01

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