Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 134.5% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
1st percentile
Faster revenue growth than 1% of similar nonprofits.
Assets
Up$2,466,326
Up $49,801 (+2.1%) from 2020
Net Assets
Up$1,724,661
Up $26,555 (+1.6%) from 2020
Liabilities
Up$741,665
Up $23,246 (+3.2%) from 2020
Revenue
Down$82,852
Down $850,007 (-91%) from 2020
Expenses
Down$335,596
Down $671,173 (-67%) from 2020
Net Income
Down-$252,744
Down $178,834 (-242%) from 2020
See Schedule O
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,110,810 | $1,413,848 | ▲ $303,038 |
| Cash and Non-Interest-Bearing Accounts | $1,037,470 | $729,201 | ▼ $308,269 |
| Prepaid Expenses and Deferred Charges | $187,716 | $237,755 | ▲ $50,039 |
| Pledges and Grants Receivable | $37,525 | $44,500 | ▲ $6,975 |
| Land, Buildings, and Equipment, Net | $9,254 | $7,271 | ▼ $1,983 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $2,416,525 | $2,466,326 | ▲ $49,801 |
| Other Assets Total | $33,750 | $33,750 | → $0 |
| Liabilities | |||
| Deferred Revenue | $681,463 | $731,463 | ▲ $50,000 |
| Other Liabilities | $20,000 | - | - |
| Accounts Payable and Accrued Expenses | $16,956 | $10,202 | ▼ $6,754 |
| Total Liabilities | $718,419 | $741,665 | ▲ $23,246 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,673,106 | $1,699,661 | ▲ $26,555 |
| Net Assets With Donor Restrictions | $25,000 | $25,000 | → $0 |
| Total Net Assets Fund Balance | $1,698,106 | $1,724,661 | ▲ $26,555 |
| Total Liabilities and Net Assets / Fund Balance | $2,416,525 | $2,466,326 | ▲ $49,801 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $7,271 | $22,199 | $29,470 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Becky Kurtz | Executive Director | FT | $109,848 | $1,578 | $111,426 |
| Name | Title |
|---|---|
| Andy Clark | Past President |
| Keith Goff | President |
| Brian S Harnik | Vice President |
| Judy Vossler | Vice President |
| Christoph Roshardt | Director |
| Gerald Fogelson | Director |
| Scott Bailey | Director |
| Phillip K Smith Jr | Secretary/Treas |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $190,821 |
| Other Expenses | $129,775 |
| Grants and Similar Amounts Paid | $15,000 |
| Total Fundraising Expense | $4,366 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | $109,848 | - | $109,848 |
| Other Salaries and Wages | - | $58,392 | - | $58,392 |
| Occupancy | - | $17,558 | - | $17,558 |
| Grants to Domestic Orgs | $15,000 | - | - | $15,000 |
| Payroll Taxes | - | $13,739 | - | $13,739 |
| Fees for Services Accounting | - | $13,373 | - | $13,373 |
| Fees for Service Investment Mgmnt Fees | - | $13,160 | - | $13,160 |
| Advertising | $8,622 | - | $2,156 | $10,778 |
| Other Employee Benefits | - | $7,830 | - | $7,830 |
| Insurance | - | $3,933 | - | $3,933 |
| Information Technology | - | $3,812 | - | $3,812 |
| Fees for Services Other | - | $3,765 | - | $3,765 |
| All Other Expenses | $1,551 | - | $2,144 | $3,695 |
| Office Expenses | - | $3,421 | - | $3,421 |
| Other Expenses | $1,660 | $487 | $66 | $2,213 |
| Depreciation Depletion | - | $1,983 | - | $1,983 |
| Pension Plan Contributions | - | $1,012 | - | $1,012 |
| Payment Travel Entrtnmnt Publicly Ofcl | - | $557 | - | $557 |
| Conferences and Meetings | - | $333 | - | $333 |
| Total Functional Expenses | $73,658 | $257,572 | $4,366 | $335,596 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| The Independence Fund | Charlotte, NC | C3 | grant | $15,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The organization's form 990 is reviewed by the current executive director and by the organization's treasurer and president. Upon approval from the treasurer and president, the form 990 is signed by the authorized officer/director and filed.”
“Conflict of interest policy is reviewed and enforced by the board on an annual basis.”
“The board reviews compensation of all staff members.”
“The board reviews and approves the compensation of all staff members.”
“The organization makes its form 990, governing documents, policies and financial statements available to the public upon request.”
“The organization's primary exempt purpose is to further educational and cultural opportunities in the coachella valley area and southern califonia through lecture series and speeches by prominent world leaders. Events are open to the public and to students from local schools.”
“The organization has 43 unpaid volunteers that assist with the lecture series program. No amounts for such donated services are recognized in the financial statements since no objective basis is available (under u.s. Generally accepted accounting principles) to measure the value of such services.”
“Due to the pandemic there was no program service revenue during the fiscal year ending 6.30.2021. All functional expenses were allocated to management and general except those specificially related to program services and fundraising. Program service expenses included refunds, speaker fees, credit card processing fees, advertising, and marketing. Fundraising expenses included sponsor books/tapes, advertising and marketing, and credit card processing fees.the organization expects to allocate other functional expenses to program service in future years as program services commence.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 16956 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 10202 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | See Schedule O |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 2156 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 8622 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 10778 |
| IRS990/AllOtherContributionsAmt | 0 | 5000 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 2144 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1551 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3695 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Becky Kurtz |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7606102852 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 78365 Hwy 111 398 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | La Quinta |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92253 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1037470 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 729201 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 109848 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 109848 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 333 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 333 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 5000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 15000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 22802 |
| IRS990/CYOtherExpensesAmt | 0 | 129775 |
| IRS990/CYOtherRevenueAmt | 0 | 55050 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -252744 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 190821 |
| IRS990/CYTotalExpensesAmt | 0 | 335596 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 4366 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 82852 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 681463 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 731463 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1983 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1983 |
| IRS990/Desc | 0 | LECTURE SERIES - THIS PROGRAM PRESENTS SPEECHES AND LECTURES BY PROMINENT WORLD LEADERS. THE PROGRAM PROVIDES A FORUM FOR THE GENERAL PUBLIC TO ATTEND THESE LECTURES AND OBTAIN AN INSIGHT INTO WORLD EVENTS, PUBLIC SERVICE, AND OTHER MATTERS AFFECTING OUR WORLD. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 25000 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 25000 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 73658 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13373 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13373 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 3765 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 3765 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 13160 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13160 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 1578 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BECKY KURTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Scott Bailey |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Gerald Fogelson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHRISTOPH ROSHARDT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Keith Goff |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Brian S Harnik |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Andy Clark |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Phillip K Smith Jr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Judy Vossler |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 109848 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Past President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Secretary/Treas |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Vice President |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1996 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 15000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 15000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 15000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 82852 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 3812 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 3812 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 3933 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3933 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 22802 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 22802 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1110810 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1413848 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 22199 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 9254 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 7271 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 29470 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | See Schedule O |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1698106 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1724661 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 279299 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1673106 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1699661 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 17558 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 17558 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 3421 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3421 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 33750 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 33750 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 7830 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 7830 |
| IRS990/OtherExpensesGrp/Desc | 0 | REFUNDS |
| IRS990/OtherExpensesGrp/Desc | 1 | SPEAKER FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 3 | Credit Card Processing |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 66 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4369 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 487 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 31825 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 15000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1660 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 31825 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 15000 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4369 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2213 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 20000 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PPP LOAN FORGIVENESS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 55050 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 55050 |
| IRS990/OtherRevenueTotalAmt | 0 | 55050 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 58392 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 58392 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 13739 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 13739 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 1012 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 1012 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 37525 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 44500 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 187716 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 237755 |
| IRS990/PrincipalOfficerNm | 0 | Keith Goff |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | YOUTH AMBASSADOR PROGRAM - THIS PROGRAM ENABLES STUDENTS FROM LOCAL AREA SCHOOLS TO ATTEND SPEECHES AND LECTURES GIVEN BY PROMINENT CIVIC AND WORLD LEADERS. IT EXPANDS THE STUDENTS' INTELLECTUAL HORIZONS AND EXPOSES THEM TO LEADERS WHO WILL SERVE AS THEIR ROLE MODELS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 278200 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 14000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 17466 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt | 0 | 557 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 557 |
| IRS990/PYOtherExpensesAmt | 0 | 792736 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 637193 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -73910 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 200033 |
| IRS990/PYTotalExpensesAmt | 0 | 1006769 |
| IRS990/PYTotalRevenueAmt | 0 | 932859 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -252744 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 267700 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 774825 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 726150 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 750760 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 2524435 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 22802 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 17466 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12861 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6571 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 538 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 60238 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 622146 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 954663 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 974375 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 940322 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 3491506 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 22802 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 17466 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 12861 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 6571 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 538 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 60238 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00980 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00490 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 56941 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 29725 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13972 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 100638 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97400 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.98200 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 6015941 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 889846 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1729488 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1700525 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1691082 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 6015941 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 27802 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 964253 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1772074 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1721068 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1691620 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 6176817 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 7271 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 22199 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 29470 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 7271 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 15000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | C3 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | grant |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | THE INDEPENDENCE FUND |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 260322088 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 8349 ARROWRIDGE BLVD STE R |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 28273 |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 0 | FMV |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 0 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE CURRENT EXECUTIVE DIRECTOR AND BY THE ORGANIZATION'S TREASURER AND PRESIDENT. UPON APPROVAL FROM THE TREASURER AND PRESIDENT, THE FORM 990 IS SIGNED BY THE AUTHORIZED OFFICER/DIRECTOR AND FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CONFLICT OF INTEREST POLICY IS REVIEWED AND ENFORCED BY THE BOARD ON AN ANNUAL BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE BOARD REVIEWS COMPENSATION OF ALL STAFF MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF ALL STAFF MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.