Civic Intelligence

William Guy Forbeck Research Foundation

990 • Fiscal year 2017 • EIN 57-0788084

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 06, 2018

398 Caballo StreetCarbondale, CO 81623-9799

(773) 425-5980

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.11x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$56,643

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

3.0%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,566,033

Up $130,878 (+3.0%) from 2016

Net Assets

Up

$4,465,149

Up $539,454 (+14%) from 2016

Liabilities

Down

$100,884

Down $408,576 (-80%) from 2016

Revenue

Up

$913,344

Up $413,039 (+83%) from 2016

Expenses

Down

$478,078

Down $371,507 (-44%) from 2016

Net Income

Up

$435,266

Up $784,546 (+225%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,990,387Liabilities 2011: $0Net Assets 2011: $3,990,3872011Assets 2012: $4,309,656Liabilities 2012: $0Net Assets 2012: $4,309,6562012Assets 2013: $4,707,319Liabilities 2013: $0Net Assets 2013: $4,707,3192013Assets 2014: $5,068,684Liabilities 2014: $0Net Assets 2014: $5,068,6842014Assets 2015: $4,995,520Liabilities 2015: $260,000Net Assets 2015: $4,735,5202015Assets 2016: $4,435,155Liabilities 2016: $509,460Net Assets 2016: $3,925,6952016Assets 2017: $4,566,033Liabilities 2017: $100,884Net Assets 2017: $4,465,1492017Assets 2018: $4,124,546Liabilities 2018: $5,051Net Assets 2018: $4,119,4952018Assets 2019: $4,725,642Liabilities 2019: $68,695Net Assets 2019: $4,656,9472019Assets 2020: $5,473,961Liabilities 2020: $3,680Net Assets 2020: $5,470,2812020Assets 2021: $5,171,891Liabilities 2021: $34,419Net Assets 2021: $5,137,4722021Assets 2022: $3,763,984Liabilities 2022: $94,097Net Assets 2022: $3,669,8872022Assets 2023: $3,709,324Liabilities 2023: $17,577Net Assets 2023: $3,691,7472023Assets 2024: $3,629,822Liabilities 2024: $39,209Net Assets 2024: $3,590,6132024

Highlighted filing

2017

Assets$4,566,033
Liabilities$100,884
Net Assets$4,465,149

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $555,405Expenses 2011: $214,467Net Income 2011: $340,9382011Revenue 2012: $365,268Expenses 2012: $369,736Net Income 2012: -$4,4682012Revenue 2013: $507,015Expenses 2013: $424,003Net Income 2013: $83,0122013Revenue 2014: $697,636Expenses 2014: $384,291Net Income 2014: $313,3452014Revenue 2015: $354,146Expenses 2015: $697,065Net Income 2015: -$342,9192015Revenue 2016: $500,305Expenses 2016: $849,585Net Income 2016: -$349,2802016Revenue 2017: $913,344Expenses 2017: $478,078Net Income 2017: $435,2662017Revenue 2018: $559,089Expenses 2018: $534,091Net Income 2018: $24,9982018Revenue 2019: $544,905Expenses 2019: $512,945Net Income 2019: $31,9602019Revenue 2020: $595,093Expenses 2020: $300,065Net Income 2020: $295,0282020Revenue 2021: $760,654Expenses 2021: $977,291Net Income 2021: -$216,6372021Revenue 2022: $161,393Expenses 2022: $754,542Net Income 2022: -$593,1492022Revenue 2023: $388,704Expenses 2023: $776,152Net Income 2023: -$387,4482023Revenue 2024: $728,061Expenses 2024: $906,623Net Income 2024: -$178,5622024

Highlighted filing

2017

Revenue$913,344
Expenses$478,078
Net Income$435,266
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 6, 2018
Return Version
2017v2.3
Gross Receipts
$1,801,150
Mission and Program Overview

Mission

With its origin in pediatric cancer, the william guy forbeck research foundation promotes advances in cancer research through collaboration

Promotes advances in cancer research through collaboration

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,931,790$4,001,200▲ $69,410
Savings and Temporary Cash Investments$491,325$541,223▲ $49,898
Prepaid Expenses and Deferred Charges$3,040$23,610▲ $20,570
Pledges and Grants Receivable$9,000$0▼ $9,000
Total Assets$4,435,155$4,566,033▲ $130,878
Liabilities
Grants Payable$500,000$80,000▼ $420,000
Accounts Payable and Accrued Expenses$9,460$20,884▲ $11,424
Total Liabilities$509,460$100,884▼ $408,576
Net Assets / Fund Balance
Unrestricted Net Assets$3,916,695$4,465,149▲ $548,454
Temporarily Rstr Net Assets$9,000$0▼ $9,000
Total Net Assets Fund Balance$3,925,695$4,465,149▲ $539,454
Total Liabilities and Net Assets / Fund Balance$4,435,155$4,566,033▲ $130,878
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mrs Jamie F CollinsExecutive DirectorFT$56,643$56,643
Mr Aaron H JesserDirector-$6,000$6,000

Board Members and Trustees

NameTitle
Dr John T Kemshead MdDirector/sci. Advisory Board Chair
Mr Charles H JesserDirector/president
Mr Ronald J MillerDirector/vice President
Dr Luis E TaverasDirector
Mr Brendan CashmanDirector
Mr Harris McmurryDirector
Mr William G HerbkersmanDirector
Mr William O KastenDirector
Mrs Maureen J WheelerDirector/secretary
Mr Matthew M GerdesDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,570
Program Service Revenue
$0
Investment Income
$604,541
Other Revenue
$91,233
All Other Contributions
$213,485
Change in Net Assets
$435,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,970
Salaries, Compensation, and Employee Benefits$110,108
Grants and Similar Amounts Paid$100,000
Total Fundraising Expense$19,012
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$122,900--$122,900
Grants to Domestic Orgs$100,000--$100,000
Advertising-$78,733-$78,733
Current Officers, Directors, Trustees, and Key Employees$39,651$11,327$5,665$56,643
Other Salaries and Wages$30,165$8,619$4,309$43,093
Fees for Service Investment Mgmnt Fees-$31,089-$31,089
Payroll Taxes$7,261$2,074$1,037$10,372
Information Technology-$8,568-$8,568
Fees for Services Management-$85$6,000$6,085
Fees for Services Accounting-$4,500-$4,500
Office Expenses-$2,155-$2,155
Insurance-$1,700-$1,700
Other Expenses$125$899$252$1,276
All Other Expenses$156$735$22$913
Total Functional Expenses$302,794$156,272$19,012$478,078
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of ChicagoChicago, IL-Development of Intereactive Inrg Database$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,519
Fundraising Direct Expenses$23,872
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue Jean Ball$49,217$49,217$2,573$46,644
Golf Outing$9,050$4,965-$4,965
Total Events$64,604$60,519$23,872$36,647
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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

Director aaron h. Jesser is the son of board president and director charles h. Jesser.

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

The form 990 is reviewed and approved by the foundations' board of directors.

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

The foundation monitors its conflict of interest policy by requiring annual disclosure statements from each director, officer, employee, member of an advisory committee, and any other person determined to be subject to the policy. The policy is enforced by the board of directors, or relevant committee, pursuant to the various and several remedies enumerated in the written policy.

Form 990, Part VI, Section B, Line 15A

Annual compensation for the executive director is discussed and determined in committee, and approved by vote by the board of directors.

Form 990, Part VI, Section C, Line 19

The foundation's reviewed financial statements are made available to the general public upon request. The foundation makes its governing documents and conflict of interest policy available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
William Guy Forbeck Research Foundation
EIN
57-0788084
Phone
7734255980
Address
398 CABALLO STREET, CARBONDALE, CO 81623-9799

Signing Officer

Name
Jamie F Collins
Title
Executive Director
Phone
7734255980
Signed
2018-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie F Collins
Formed
1983
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
11
Employees
2
Volunteers
40

Preparer

Firm
Jesser Ravid Jason Basso and Farber Llp
Address
150 N WACKER DRIVE SUITE 3100, CHICAGO, IL 60606-1659
Preparer
Scott D Farber
Phone
3127824710
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Write-off of previously restricted pledges receivable -9,000.

Raw XML AppendixShowing 400 of 481 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/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-9000
IRS990/OtherExpensesGrp/Desc0EDUCATION
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt01727
IRS990/OtherExpensesGrp/FundraisingAmt1252
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05788
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1899
IRS990/OtherExpensesGrp/ProgramServicesAmt02536
IRS990/OtherExpensesGrp/ProgramServicesAmt1125
IRS990/OtherExpensesGrp/TotalAmt05788
IRS990/OtherExpensesGrp/TotalAmt12536
IRS990/OtherExpensesGrp/TotalAmt21727
IRS990/OtherExpensesGrp/TotalAmt31276
IRS990/OtherRevenueMiscGrp/BusinessCd0541700
IRS990/OtherRevenueMiscGrp/Desc0RETURN OF RESEARCH GRANTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt054586
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt054586
IRS990/OtherRevenueTotalAmt054586
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08619
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030165
IRS990/OtherSalariesAndWagesGrp/TotalAmt043093
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01037
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02074
IRS990/PayrollTaxesGrp/ProgramServicesAmt07261
IRS990/PayrollTaxesGrp/TotalAmt010372
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03040
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023610
IRS990/PrincipalOfficerNm0JAMIE F COLLINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING ASSISTANCE TOWARDS THE CONTINUED DEVELOPMENT OF THE INTERACTIVE INTERNATIONAL NEUROBLASTOMA RISK GROUP DATABASE:CENTERED AT THE UNIVERSITY OF CHICAGO UNDER THE GUIDANCE OF DR. SUSAN COHN, THE INRG DATABASE HAS ACCUMULATED CLINICAL DATA ON OVER 10,000 NEUROBLASTOMA PATIENTS CONTRIBUTED BY MEMBER SITES OF THE INTERNATIONAL INRG COMMUNITY. THIS ACCOMPLISHMENT WILL ACCELERATE CLINICAL RESEARCH BY CONNECTING THE INRG DATABASE ELECTRONICALLY WITH TISSUE REPOSITORIES AND OTHER CLINICAL RESOURCES AROUND THE WORLD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0100000
IRS990/ProgSrvcAccomActy3Grp/Desc0SCIENTIFIC ADVISORY BOARD (SAB):A SMALL COMMITTEE OF WELL RESPECTED PHYSICIANS AND SCIENTISTS FROM THE ARENAS OF CANCER BIOLOGY AND CLINICAL CARE, THAT ASSIST TO DRIVE THE MISSION OF THE FOUNDATION. THE SAB ADVISES THE BOARD OF DIRECTORS ON THE SCIENTIFIC ACTIVITES OF THE FOUNDATION. ITS PRINCIPAL COMMITMENT IS THE SELECTION OF TOPICS AND ATTENDEES FOR SCIENTIFIC MEETINGS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025239
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0261795
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0451247
IRS990/PYInvestmentIncomeAmt0228735
IRS990/PYOtherExpensesAmt0263972
IRS990/PYOtherRevenueAmt09775
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-349280
IRS990/PYSalariesCompEmpBnftPaidAmt0134366
IRS990/PYTotalExpensesAmt0849585
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0500305
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0435266
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0491325
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0541223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0254217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0271570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0185744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0228688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0193515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01133734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt083370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt091390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0426056
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt054586
IRS990ScheduleA/OtherIncome170Grp/TotalAmt054586
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40780
IRS990ScheduleA/PublicSupportPY170Pct00.43440
IRS990ScheduleA/PublicSupportTotal170Amt0658358
IRS990ScheduleA/SubstantialContributorsTotAmt0475376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0254217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0271570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0185744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0228688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193515
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01133734
IRS990ScheduleA/TotalSupportAmt01614376
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04085
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04085
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023872
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02388
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUE JEAN BALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08722
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01905
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060519
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt08284
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08284
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DEVELOPMENT OF INTEREACTIVE INRG DATABASE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF CHICAGO
IRS990ScheduleI/RecipientTable/RecipientEIN0362177139
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05801 SOUTH ELLIS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060637
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0USE OF GRANT FUNDS IS MONITORED BY RECEIVING REQUIRED PROGRESS REPORTS FROM THE UNIVERSITIES AND INSTITUTES ON A REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR AARON H. JESSER IS THE SON OF BOARD PRESIDENT AND DIRECTOR CHARLES H. JESSER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE FOUNDATIONS' BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MONITORS ITS CONFLICT OF INTEREST POLICY BY REQUIRING ANNUAL DISCLOSURE STATEMENTS FROM EACH DIRECTOR, OFFICER, EMPLOYEE, MEMBER OF AN ADVISORY COMMITTEE, AND ANY OTHER PERSON DETERMINED TO BE SUBJECT TO THE POLICY. THE POLICY IS ENFORCED BY THE BOARD OF DIRECTORS, OR RELEVANT COMMITTEE, PURSUANT TO THE VARIOUS AND SEVERAL REMEDIES ENUMERATED IN THE WRITTEN POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED IN COMMITTEE, AND APPROVED BY VOTE BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S REVIEWED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WRITE-OFF OF PREVIOUSLY RESTRICTED PLEDGES RECEIVABLE -9,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/StatesWhereCopyOfReturnIsFldCd2SC
IRS990/StatesWhereCopyOfReturnIsFldCd3WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt09000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.04$3.59$0.73$0.91$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.02$3.69$0.39$0.78$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.09$3.67$0.16$0.75$0.59
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.03$5.14$0.76$0.98$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.60$0.30$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.07$4.66$0.54$0.51$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.01$4.12$0.56$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.10$4.47$0.91$0.48$0.44
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.51$3.93$0.50$0.85$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.26$4.74$0.35$0.70$0.34
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.70$0.38$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.51$0.42$0.08
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$4.31$0.37$0.37$0.00
2011Summary only. Only limited summary data is available for this year.$3.99$0.00$3.99$0.56$0.21$0.34