Civic Intelligence

The Foundation for Post-Acute and Long-Term Care Medicine

990 • Fiscal year 2015 • EIN 52-1948720

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

Organization ProfileWWW.AMDAFOUNDATION.ORG
11000 Broken Land Parkway No 405Columbia, MD 21044

(410) 992-3134

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

36th percentile

-1.5%

Higher net margin than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

99th percentile

$271,489

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 83.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$315,070

Up $2,451 (+0.8%) from 2014

Net Assets

Down

$298,201

Down $5,012 (-1.7%) from 2014

Liabilities

Up

$16,869

Up $7,463 (+79%) from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin36th percentile

Revenue

Up

$325,558

Up $90,614 (+39%) from 2014

Expenses

Up

$330,570

Up $65,894 (+25%) from 2014

Net Income

Up

-$5,012

Up $24,720 (+83%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2011: $302,412Liabilities 2011: $155,515Net Assets 2011: $146,8972011Assets 2012: $263,956Liabilities 2012: $126,007Net Assets 2012: $137,9492012Assets 2013: $350,045Liabilities 2013: $140,874Net Assets 2013: $209,1712013Assets 2014: $312,619Liabilities 2014: $9,406Net Assets 2014: $303,2132014Assets 2015: $315,070Liabilities 2015: $16,869Net Assets 2015: $298,2012015Assets 2016: $299,585Liabilities 2016: $23,556Net Assets 2016: $276,0292016Assets 2017: $277,705Liabilities 2017: $28,263Net Assets 2017: $249,4422017Assets 2018: $450,759Liabilities 2018: $18,124Net Assets 2018: $432,6352018Assets 2019: $552,929Liabilities 2019: $105,143Net Assets 2019: $447,7862019Assets 2020: $590,997Liabilities 2020: $99,154Net Assets 2020: $491,8432020Assets 2021: $632,457Liabilities 2021: $41,451Net Assets 2021: $591,0062021Assets 2022: $744,623Liabilities 2022: $113,528Net Assets 2022: $631,0952022Assets 2023: $876,267Liabilities 2023: $98,841Net Assets 2023: $777,4262023Assets 2024: $952,435Liabilities 2024: $52,724Net Assets 2024: $899,7112024

Highlighted filing

2015

Assets$315,070
Liabilities$16,869
Net Assets$298,201
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $323,871Expenses 2011: $345,176Net Income 2011: -$21,3052011Revenue 2012: $247,000Expenses 2012: $255,948Net Income 2012: -$8,9482012Revenue 2013: $359,903Expenses 2013: $288,681Net Income 2013: $71,2222013Revenue 2014: $234,944Expenses 2014: $264,676Net Income 2014: -$29,7322014Revenue 2015: $325,558Expenses 2015: $330,570Net Income 2015: -$5,0122015Revenue 2016: $225,298Expenses 2016: $247,470Net Income 2016: -$22,1722016Revenue 2017: $183,700Expenses 2017: $210,287Net Income 2017: -$26,5872017Revenue 2018: $440,053Expenses 2018: $256,860Net Income 2018: $183,1932018Revenue 2019: $424,485Expenses 2019: $409,334Net Income 2019: $15,1512019Revenue 2020: $286,770Expenses 2020: $242,781Net Income 2020: $43,9892020Revenue 2021: $334,159Expenses 2021: $250,165Net Income 2021: $83,9942021Revenue 2022: $398,968Expenses 2022: $329,173Net Income 2022: $69,7952022Revenue 2023: $561,621Expenses 2023: $432,957Net Income 2023: $128,6642023Revenue 2024: $511,134Expenses 2024: $412,206Net Income 2024: $98,9282024

Highlighted filing

2015

Revenue$325,558
Expenses$330,570
Net Income-$5,012
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$327,681
Mission and Program Overview

Mission

To advance the quality of life for persons in post-acute/long-term care (pa/ltc) by educating, recognizing and inspiring future and current health care practitioners.

To advance the quality of life for persons in post-acute/long-term care (pa/ltc) through inspiring, educating, and recognizing future and current health care professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$175,621$275,722▲ $100,101
Cash and Non-Interest-Bearing Accounts$69,080$36,716▼ $32,364
Pledges and Grants Receivable$67,683$2,500▼ $65,183
Prepaid Expenses and Deferred Charges$208$132▼ $76
Land, Buildings, and Equipment, Net$27$0▼ $27
Total Assets$312,619$315,070▲ $2,451
Liabilities
Accounts Payable and Accrued Expenses$2,575$12,097▲ $9,522
Other Liabilities$6,831$4,772▼ $2,059
Total Liabilities$9,406$16,869▲ $7,463
Net Assets / Fund Balance
Unrestricted Net Assets$190,030$267,701▲ $77,671
Temporarily Rstr Net Assets$113,183$30,500▼ $82,683
Total Net Assets Fund Balance$303,213$298,201▼ $5,012
Total Liabilities and Net Assets / Fund Balance$312,619$315,070▲ $2,451

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$19,366$19,366
Equipment$0$3,778$3,778

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$10,027-▲ $40-$10,067
2014-$10,000▲ $27-$10,027
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
J Kenneth Brubaker Md CmdDirector$1,500$1,500
Peter Winn Md CmdDirector$1,500$1,500

Board Members and Trustees

NameTitle
Paul R Katz Md CmdChair
Daniel Swagerty Jr Md Mph CmdImmediate Past Chair
John E Morley Mb BchVice Chair
J Taylor Harden Phd Rn Fgsa FaanDirector
Joanne Dykeman Rn Ma ChecDirector
Kenneth L Scott Jr DoDirector
Mary P Evans Md CmdDirector
Ralf Habermann MdDirector
Richard G Stefanacci Do Mgh MbaDirector
Christopher E Laxton CaeExecutive Director
Barbara Resnick Phd CrnpSecretary
Joseph G Ouslander Md CmdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$325,411
Program Service Revenue
$0
Investment Income
$147
Other Revenue
$0
All Other Contributions
$292,361
Change in Net Assets
$-5,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$325,558
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,123
Total Revenue per Audited Statements
$327,681
Total Revenue per Form 990
$325,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,390
Salaries, Compensation, and Employee Benefits$86,451
Total Fundraising Expense$49,880
Grants and Similar Amounts Paid$39,729
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$94,372$20,333$8,632$123,337
Other Salaries and Wages$29,008$11,680$18,458$59,146
Grants to Domestic Individuals$32,303--$32,303
Occupancy$11,902$4,792$7,573$24,267
Office Expenses$7,480$5,007$6,687$19,174
Conferences and Meetings$15,037$2,682-$17,719
Current Officers, Directors, Trustees, and Key Employees$6,523$2,627$4,151$13,301
Travel$7,164$2,422-$9,586
Other Employee Benefits$4,247$1,710$2,703$8,660
Grants to Domestic Orgs$7,426--$7,426
Payroll Taxes$2,621$1,055$1,668$5,344
Fees for Services Accounting-$4,400-$4,400
Insurance$2,215$1,997-$4,212
Information Technology-$1,073-$1,073
Other Expenses$100$495-$595
Depreciation Depletion$14$5$8$27
Total Functional Expenses$220,412$60,278$49,880$330,570

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$332,693
Expenses per Audited Statements$330,570
Total Expenses per Form 990$330,570
Expenses Not Reported on Form 990$2,123
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
Fundraising Direct Expenses$2,123
Fundraising Gross Income$2,123
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate (amda)$4,772
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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 B, Line 11

“The board of directors are all sent a copy of the draft form 990 for review. Once it is finalized, it is signed by the executive director and filed with the irs.”

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

“Appropriate personnel and volunteers are required to complete and sign a conflict of interest form each year. The executive director follows up to ensure all forms are signed and submitted in a timely manner.”

Form 990, Part VI, Section B, Line 15

“The compensation of the executive director is determined by amda's board of directors through use of a compensation study including comparability data. The foundation staff is paid through amda and the foundation reimburses amda for these costs.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Amda Foundation Inc
EIN
52-1948720
Phone
4109923134
Address
11000 BROKEN LAND PARKWAY NO 405, COLUMBIA, MD 21044

Signing Officer

Name
Christopher Laxton Cae
Title
Executive Director
Phone
4109923134
Signed
2016-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Laxton Cae
Formed
1996
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Ribis Jones & Maresca Pa
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Preparer
David Jones
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 46,099. Management and general expenses 0. Fundraising expenses 6,666. Total expenses 52,765. Amda contractor: program service expenses 45,183. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,183. Staff consultants: program service expenses 0. Management and general expenses 19,089. Fundraising expenses 0. Total expenses 19,089. Temporary staff: program service expenses 3,090. Management and general expenses 1,244. Fundraising expenses 1,966. Total expenses 6,300.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of the "legacy fund" is to provide earnings for the operations of the foundation. It is intended that the principal and amount of the fund be held in perpetuity. However, provided that it is approved in advance fy 2/3 of the voting members of the board, principal amounts may be expended.”

PART X, LINE 2:

“The foundation believes it has appropriate support for any tax position taken, and as such, does not have any uncertain tax positions that are material to the financial statements or that would have an effect on its tax-exempt status. There are no unrecognized tax benefits or liabilities that need to be recorded.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 2,123.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 2,123.”

Raw XML AppendixShowing 400 of 590 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/GovernmentGrantsAmt020000
IRS990/GrantAmt0204
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032303
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032303
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07426
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07426
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0327681
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01073
IRS990/InformationTechnologyGrp/TotalAmt01073
IRS990/InsuranceGrp/ManagementAndGeneralAmt01997
IRS990/InsuranceGrp/ProgramServicesAmt02215
IRS990/InsuranceGrp/TotalAmt04212
IRS990/InvestmentIncomeGrp/ExclusionAmt0147
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023144
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt023144
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE THE QUALITY OF LIFE FOR PERSONS IN POST-ACUTE/LONG-TERM CARE (PA/LTC) THROUGH INSPIRING, EDUCATING, AND RECOGNIZING FUTURE AND CURRENT HEALTH CARE PROFESSIONALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0303213
IRS990/NetAssetsOrFundBalancesEOYAmt0298201
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07573
IRS990/OccupancyGrp/ManagementAndGeneralAmt04792
IRS990/OccupancyGrp/ProgramServicesAmt011902
IRS990/OccupancyGrp/TotalAmt024267
IRS990/OfficeExpensesGrp/FundraisingAmt06687
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05007
IRS990/OfficeExpensesGrp/ProgramServicesAmt07480
IRS990/OfficeExpensesGrp/TotalAmt019174
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02703
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01710
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04247
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08660
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0495
IRS990/OtherExpensesGrp/ProgramServicesAmt0100
IRS990/OtherExpensesGrp/TotalAmt0595
IRS990/OtherLiabilitiesGrp/BOYAmt06831
IRS990/OtherLiabilitiesGrp/EOYAmt04772
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018458
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011680
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029008
IRS990/OtherSalariesAndWagesGrp/TotalAmt059146
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01668
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01055
IRS990/PayrollTaxesGrp/ProgramServicesAmt02621
IRS990/PayrollTaxesGrp/TotalAmt05344
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt067683
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0208
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0132
IRS990/PrincipalOfficerNm0CHRISTOPHER LAXTON CAE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FUTURES PROGRAM - THIS PROGRAM IS AN INTENSIVE LEARNING EXPERIENCE DESIGNED TO EXPOSE RESIDENTS AND FELLOWS TO THE CAREER OPPORTUNITIES AVAILABLE IN LONG-TERM CARE. THE FOUNDATION ALSO SUPPORTS THEIR ATTENDANCE AT AMDA'S ANNUAL SYMPOSIUM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075535
IRS990/ProgSrvcAccomActy2Grp/GrantAmt032303
IRS990/ProgSrvcAccomActy3Grp/Desc0AWARD PROGRAMS - THE FOUNDATION GIVES AN AWARD TO NURSING FACILITIES FOR IMPROVED ADVANCED CARE PLANNING AND/OR PALLIATIVE CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023464
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07222
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ANNUAL SYMPOSIUM - THE FOUNDATION PARTICIPATES IN AMDA'S ANNUAL SYMPOSIUM BY CONDUCTING FORUMS ON VARIOUS RESEARCH PROJECTS AND STUDIES CONDUCTED THROUGHOUT THE YEAR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06197
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0234832
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0912
IRS990/PYInvestmentIncomeAmt0112
IRS990/PYOtherExpensesAmt0187116
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-29732
IRS990/PYSalariesCompEmpBnftPaidAmt076648
IRS990/PYTotalExpensesAmt0264676
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0234944
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt05216
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175621
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275722
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PRIOR YEAR EXPENSE FORGIVENESS - 2013 AMOUNT: $ 6,300.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0325411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0234832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0323652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0204667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0228815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01317377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01414
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0166185
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54580
IRS990ScheduleA/PublicSupportPY170Pct00.58110
IRS990ScheduleA/PublicSupportTotal170Amt0723237
IRS990ScheduleA/SubstantialContributorsTotAmt0594140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0325411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0234832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0323652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0204667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0228815
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01317377
IRS990ScheduleA/TotalSupportAmt01325091
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010027
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010067
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03778
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03778
IRS990ScheduleD/ExpensesNotReportedAmt02123
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0330570
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt02123
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019366
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE (AMDA)
IRS990ScheduleD/OtherRevenueAmt02123
IRS990ScheduleD/RevenueNotReportedAmt02123
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0325558
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE "LEGACY FUND" IS TO PROVIDE EARNINGS FOR THE OPERATIONS OF THE FOUNDATION. IT IS INTENDED THAT THE PRINCIPAL AND AMOUNT OF THE FUND BE HELD IN PERPETUITY. HOWEVER, PROVIDED THAT IT IS APPROVED IN ADVANCE FY 2/3 OF THE VOTING MEMBERS OF THE BOARD, PRINCIPAL AMOUNTS MAY BE EXPENDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES 2,123.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EVENT EXPENSES 2,123.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0330570
IRS990ScheduleD/TotalLiabilityAmt04772
IRS990ScheduleD/TotalRevenuePerForm990Amt0325558
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0327681

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,070
Liabilities
$16,869
Net assets
$298,201
Revenue
$325,558
Expenses
$330,570
Net income
-$5,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.52$0.53$9.00$5.11$4.12$0.99
2023Detailed filing. Detailed filing data is available for this year.$8.76$0.99$7.77$5.62$4.33$1.29
2022Detailed filing. Detailed filing data is available for this year.$7.45$1.14$6.31$3.99$3.29$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.41$5.91$3.34$2.50$0.84
2020Detailed filing. Detailed filing data is available for this year.$5.91$0.99$4.92$2.87$2.43$0.44
2019Detailed filing. Detailed filing data is available for this year.$5.53$1.05$4.48$4.24$4.09$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.51$0.18$4.33$4.40$2.57$1.83
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.28$2.49$1.84$2.10$0.27
2016Summary only. Only limited summary data is available for this year.$3.00$0.24$2.76$2.25$2.47$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.17$2.98$3.26$3.31$0.05
2014Summary only. Only limited summary data is available for this year.$3.13$0.09$3.03$2.35$2.65$0.30
2013Summary only. Only limited summary data is available for this year.$3.50$1.41$2.09$3.60$2.89$0.71
2012Summary only. Only limited summary data is available for this year.$2.64$1.26$1.38$2.47$2.56$0.09
2011Summary only. Only limited summary data is available for this year.$3.02$1.56$1.47$3.24$3.45$0.21