Civic Intelligence

Third Option Foundation

990 • Fiscal year 2019 • EIN 46-4884866

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 24, 2020

Organization ProfileWWW.THIRDOPTIONFOUNDATION.ORG
12007 Sunrise Valley Drive No 105Reston, VA 20191-3479

(703) 635-4674

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.05x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,027,201

Up $4,162,399 (+32%) from 2018

Net Assets

Up

$16,650,747

Up $4,088,787 (+33%) from 2018

Liabilities

Up

$376,454

Up $73,612 (+24%) from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Down

$7,300,181

Down $4,222,112 (-37%) from 2018

Expenses

Up

$3,235,267

Up $885,955 (+38%) from 2018

Net Income

Down

$4,064,914

Down $5,108,067 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$60M$40M$20M$0Assets 2014: $24,750Liabilities 2014: $4,760Net Assets 2014: $19,9902014Assets 2015: $1,483,377Liabilities 2015: $11,596Net Assets 2015: $1,471,7812015Assets 2016: $1,775,215Liabilities 2016: $41,604Net Assets 2016: $1,733,6112016Assets 2017: $3,410,835Liabilities 2017: $21,856Net Assets 2017: $3,388,9792017Assets 2018: $12,864,802Liabilities 2018: $302,842Net Assets 2018: $12,561,9602018Assets 2019: $17,027,201Liabilities 2019: $376,454Net Assets 2019: $16,650,7472019Assets 2020: $16,131,706Liabilities 2020: $474,227Net Assets 2020: $15,657,4792020Assets 2021: $24,876,503Liabilities 2021: $536,328Net Assets 2021: $24,340,1752021Assets 2022: $31,184,705Liabilities 2022: $472,928Net Assets 2022: $30,711,7772022Assets 2023: $34,607,554Liabilities 2023: $518,091Net Assets 2023: $34,089,4632023Assets 2024: $41,473,053Liabilities 2024: $451,331Net Assets 2024: $41,021,7222024

Highlighted filing

2019

Assets$17,027,201
Liabilities$376,454
Net Assets$16,650,747
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $24,750Expenses 2014: $4,760Net Income 2014: $19,9902014Revenue 2015: $1,690,368Expenses 2015: $238,577Net Income 2015: $1,451,7912015Revenue 2016: $1,291,620Expenses 2016: $992,880Net Income 2016: $298,7402016Revenue 2017: $2,763,830Expenses 2017: $1,118,915Net Income 2017: $1,644,9152017Revenue 2018: $11,522,293Expenses 2018: $2,349,312Net Income 2018: $9,172,9812018Revenue 2019: $7,300,181Expenses 2019: $3,235,267Net Income 2019: $4,064,9142019Revenue 2020: $1,770,856Expenses 2020: $3,202,396Net Income 2020: -$1,431,5402020Revenue 2021: $12,300,421Expenses 2021: $4,528,197Net Income 2021: $7,772,2242021Revenue 2022: $12,642,351Expenses 2022: $4,770,970Net Income 2022: $7,871,3812022Revenue 2023: $9,117,569Expenses 2023: $6,417,442Net Income 2023: $2,700,1272023Revenue 2024: $12,799,102Expenses 2024: $6,645,921Net Income 2024: $6,153,1812024

Highlighted filing

2019

Revenue$7,300,181
Expenses$3,235,267
Net Income$4,064,914
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 24, 2020
Return Version
2019v5.1
Gross Receipts
$7,537,720
Mission and Program Overview

Mission

The purpose of the foundation is to provide support to the families of government employees who have died or been seriously injured in the service of their country but whose employment status prohibits them from seeking assistance from normal governmental sources.

To provide support to the families of government employees who have died or been seriously injured in the service of their country but whose employment status prohibits them from seeking assistance from normal governmental sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,136,637$8,071,968▲ $1,935,331
Savings and Temporary Cash Investments$4,233,467$4,181,802▼ $51,665
Investments Other Securities$1,583,646$3,718,471▲ $2,134,825
Cash and Non-Interest-Bearing Accounts$874,231$1,022,598▲ $148,367
Land, Buildings, and Equipment, Net$15,672$12,919▼ $2,753
Investments in Publicly Traded Securities-$9,725-
Intangible Assets$4,107$0▼ $4,107
Prepaid Expenses and Deferred Charges$9,291$1,967▼ $7,324
Total Assets$12,864,802$17,027,201▲ $4,162,399
Other Assets Total$7,751$7,751→ $0
Liabilities
Accounts Payable and Accrued Expenses$302,842$376,454▲ $73,612
Total Liabilities$302,842$376,454▲ $73,612
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,526,636$8,631,967▲ $2,105,331
Net Assets Without Donor Restrictions$6,035,324$8,018,780▲ $1,983,456
Total Net Assets Fund Balance$12,561,960$16,650,747▲ $4,088,787
Total Liabilities and Net Assets / Fund Balance$12,864,802$17,027,201▲ $4,162,399

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,733$5,096$10,829
Equipment$7,186$2,140$9,326
Other Securities$2,524,163--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Melissa AllenCOOFT$121,538$121,538
Ian AllenCEO (until June 30)FT$102,885$102,885
Steven T CashenCEO (as of June 1)FT$91,154$91,154

Board Members and Trustees

NameTitle
John BurnhamDirector
John PhelanDirector
Kara BohnsackDirector
Philip F ReillyDirector
Scott D KraseDirector
Barbara LevenTreasurer and Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,199,448
Program Service Revenue
$0
Investment Income
$89,933
Other Revenue
$10,800
All Other Contributions
$7,199,448
Change in Net Assets
$4,064,914

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
Securities Publicly Traded2$34,503Fair Market Value
Total Noncash Contributions2$34,503-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,300,181
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$87,510
Total Revenue per Audited Statements
$7,387,691
Total Revenue per Form 990
$7,300,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,054,655
Salaries, Compensation, and Employee Benefits$702,705
Grants and Similar Amounts Paid$477,907
Total Fundraising Expense$128,834
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$553,880$463$90,586$644,929
Grants to Domestic Individuals$477,907--$477,907
Other Salaries and Wages$163,616$218,113-$381,729
Current Officers, Directors, Trustees, and Key Employees$109,384$103,309-$212,693
Occupancy$13,902$52,464-$66,366
All Other Expenses$4,389$37,235$21,031$62,655
Other Employee Benefits-$62,119-$62,119
Office Expenses$26,317$15,914$13,011$55,242
Fees for Services Other$47,819$2,374$4,206$54,399
Payroll Taxes$21,574$24,590-$46,164
Other Expenses$36,500--$36,500
Fees for Services Legal-$20,000-$20,000
Depreciation Depletion-$8,243-$8,243
Conferences and Meetings-$3,353-$3,353
Insurance-$2,650-$2,650
Advertising-$162-$162
Total Functional Expenses$2,555,444$550,989$128,834$3,235,267

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,298,904
Expenses per Audited Statements$3,235,267
Total Expenses per Form 990$3,235,267
Expenses Not Reported on Form 990$63,637
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ian AllenCEOTHE FOUNDATION'S CEO IS THE HUSBAND OF THE COO, MELISSA ALLENNo-
Melissa AllenCOOTHE FOUNDATION'S COO IS THE WIFE OF THE CEO, IAN ALLENNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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 2

“The ceo ian allen and coo melissa allen are husband and wife.”

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

“Form 990 is sent to the foundation's treasurer for review and discussion and then to the board of directors for review prior to filing.”

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

“The conflict of interest policy is reviewed with all members during board meetings. The names of any persons who disclosed or otherwise were found to have an actual or possible conflict of interest are taken into consideration and situations are reviewed to determine if further action is deemed necessary.”

Form 990, Part VI, Section B, Line 15

“Compensation amounts are set by looking at similar positions in other similar organizations. Annual reviews are conducted by the board to determine whether compensation arrangements are reasonable.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Third Option Foundation
EIN
46-4884866
Phone
7036354674
Address
12007 SUNRISE VALLEY DRIVE NO 105, RESTON, VA 20191-3479

Signing Officer

Name
Steven Cashen
Title
CEO
Phone
5714957223
Signed
2020-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Cashen
Formed
2013
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
17

Preparer

Firm
Burdette Smith & Bish LLC
Address
4114 LEGATO ROAD 5TH FLOOR, FAIRFAX, VA 22033
Preparer
Sarah E Devoe CPA
Phone
7035915200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll service fees: program service expenses 0. Management and general expenses 2,349. Fundraising expenses 0. Total expenses 2,349. Registration fees: program service expenses 0. Management and general expenses 25. Fundraising expenses 4,206. Total expenses 4,231. Other professional services: program service expenses 47,819. Management and general expenses 0. Fundraising expenses 0. Total expenses 47,819.”

Form 990, Part XII, Line 2C

“The board of directors has responsibility for oversight of the annual audit of the foundation's financial statements and the selection of an independent accountant. This process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated the foundation's tax positions and concluded that the foundation had taken no uncertain tax positions that require adjustment to the financial statements. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for years prior to 2016.”

Raw XML AppendixShowing 400 of 516 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/NetAssetsOrFundBalancesBOYAmt012561960
IRS990/NetAssetsOrFundBalancesEOYAmt016650747
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1171
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3004
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4175
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023873
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06035324
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08018780
IRS990/NoncashContributionsAmt034503
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt052464
IRS990/OccupancyGrp/ProgramServicesAmt013902
IRS990/OccupancyGrp/TotalAmt066366
IRS990/OfficeExpensesGrp/FundraisingAmt013011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015914
IRS990/OfficeExpensesGrp/ProgramServicesAmt026317
IRS990/OfficeExpensesGrp/TotalAmt055242
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07751
IRS990/OtherAssetsTotalGrp/EOYAmt07751
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt062119
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062119
IRS990/OtherExpensesGrp/Desc0MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc1GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc2TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3SERVICE PROVIDERS
IRS990/OtherExpensesGrp/ProgramServicesAmt0904135
IRS990/OtherExpensesGrp/ProgramServicesAmt1133199
IRS990/OtherExpensesGrp/ProgramServicesAmt262822
IRS990/OtherExpensesGrp/ProgramServicesAmt336500
IRS990/OtherExpensesGrp/TotalAmt0904135
IRS990/OtherExpensesGrp/TotalAmt1133199
IRS990/OtherExpensesGrp/TotalAmt262822
IRS990/OtherExpensesGrp/TotalAmt336500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010800
IRS990/OtherRevenueTotalAmt010800
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0218113
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0163616
IRS990/OtherSalariesAndWagesGrp/TotalAmt0381729
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024590
IRS990/PayrollTaxesGrp/ProgramServicesAmt021574
IRS990/PayrollTaxesGrp/TotalAmt046164
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06136637
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08071968
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09291
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01967
IRS990/PrincipalOfficerNm0STEVEN CASHEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FAMILY RESILIENCY & BEHAVORIAL HEALTH: PROVIDE ASSISTANCE TO SPOUSES, CHILDREN, PARENTS, AND SIBLINGS OF FALLEN OFFICERS, WITH IMMEDIATE FINANCIAL AND LOGISTICAL SUPPORT AND SUBSEQUENTLY FOR FUNERALS AND MEMORIAL SERVICES. PROVIDE ASSISTANCE TO FAMILIES OF INJURED OFFICERS WITH FINANCIAL AND LOGISTICAL SUPPORT DURING HOSPITALIZATION AND REHABILITATION. SUPPORT FAMILIES OF FALLEN OFFICERS BY ORGANIZING ANNUAL MEMORIAL EVENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0596169
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0195467
IRS990/ProgSrvcAccomActy3Grp/Desc0SURVIVORSHIP: PROVIDE IMMEDIATE FINANCIAL AND LOGISTICAL SUPPORT DURING THE REPATRIATION OF A FALLEN OPERATOR, ANNUAL CAMPS AND SUPPORT FOR SURVIVING CHILDREN, ACADEMIC SUPPORT AND COLLEGE PREPARATION SERVICE FOR CHILDREN, EMERGENCY HOME MAINTENANCE AND HOME SUPPORT, AND GRIEF AND FINANCIAL COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0270891
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045873
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRANSITIONS- HERITAGE, LEGACY AND ALUMNI EVENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt032778
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011481455
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0385675
IRS990/PYInvestmentIncomeAmt040838
IRS990/PYOtherExpensesAmt01475754
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09172981
IRS990/PYSalariesCompEmpBnftPaidAmt0487883
IRS990/PYTotalExpensesAmt02349312
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011522293
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04064914
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04233467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04181802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07199447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011481455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02657311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01245606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01676260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024260079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0116810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014108
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0324551
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42490
IRS990ScheduleA/PublicSupportTotal170Amt010445237
IRS990ScheduleA/SubstantialContributorsTotAmt013814842
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07199447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011481455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02657311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01245606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01676260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024260079
IRS990ScheduleA/TotalSupportAmt024584630
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/DonatedServicesAndUseFcltsAmt063637
IRS990ScheduleD/DonatedServicesUseFcltsAmt063637
IRS990ScheduleD/EquipmentGrp/BookValueAmt07186
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02140
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09326
IRS990ScheduleD/ExpensesNotReportedAmt063637
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03235267
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023873
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05733
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05096
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010829
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01194308
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12524163
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TREASURY BILLS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt087510
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07300181
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012919
IRS990ScheduleD/TotalBookValueSecuritiesAmt03718471
IRS990ScheduleD/TotalExpensesPerForm990Amt03235267
IRS990ScheduleD/TotalRevenuePerForm990Amt07300181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07387691
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03298904
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0236567
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1195467
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt245873
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FAMILY RESILIENCY & BEHAVORIAL HEALTH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SURVIVORSHIP SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt115
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0IAN ALLEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MELISSA ALLEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1COO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE FOUNDATION'S CEO IS THE HUSBAND OF THE COO, MELISSA ALLEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE FOUNDATION'S COO IS THE WIFE OF THE CEO, IAN ALLEN
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,027,201
Liabilities
$376,454
Net assets
$16,650,747
Revenue
$7,300,181
Expenses
$3,235,267
Net income
$4,064,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.5$0.45$41.0$12.8$6.65$6.15
2023Detailed filing. Detailed filing data is available for this year.$34.6$0.52$34.1$9.12$6.42$2.70
2022Detailed filing. Detailed filing data is available for this year.$31.2$0.47$30.7$12.6$4.77$7.87
2021Detailed filing. Detailed filing data is available for this year.$24.9$0.54$24.3$12.3$4.53$7.77
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.47$15.7$1.77$3.20$1.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.38$16.7$7.30$3.24$4.06
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.30$12.6$11.5$2.35$9.17
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.02$3.39$2.76$1.12$1.64
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.04$1.73$1.29$0.99$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$1.69$0.24$1.45
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.00$0.02