Civic Intelligence

Martinez Education Foundation

990 • Fiscal year 2021 • EIN 68-0031693

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

PO Box 933Martinez, CA 94553

(925) 313-5562

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.3%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

6.8%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,255,123

Up $74,740 (+6.3%) from 2020

Net Assets

Up

$1,247,623

Up $69,124 (+5.9%) from 2020

Liabilities

Up

$7,500

Up $5,616 (+298%) from 2020

Revenue

Up

$118,840

Up $7,559 (+6.8%) from 2020

Expenses

Down

$162,703

Down $39,840 (-20%) from 2020

Net Income

Up

-$43,863

Up $47,399 (+52%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $481,295Liabilities 2011: $141,1022011Assets 2012: $473,486Liabilities 2012: $30,4352012Assets 2013: $520,735Liabilities 2013: $30,232Net Assets 2013: $490,5032013Assets 2014: $717,727Liabilities 2014: $5,400Net Assets 2014: $712,3272014Assets 2015: $789,811Liabilities 2015: $14,370Net Assets 2015: $775,4412015Assets 2016: $801,565Liabilities 2016: $8,670Net Assets 2016: $792,8952016Assets 2017: $937,276Liabilities 2017: $8,670Net Assets 2017: $928,6062017Assets 2018: $958,745Liabilities 2018: $8,670Net Assets 2018: $950,0752018Assets 2019: $1,109,611Liabilities 2019: $5,946Net Assets 2019: $1,103,6652019Assets 2020: $1,180,383Liabilities 2020: $1,884Net Assets 2020: $1,178,4992020Assets 2021: $1,255,123Liabilities 2021: $7,500Net Assets 2021: $1,247,6232021Assets 2022: $1,176,889Liabilities 2022: $11,975Net Assets 2022: $1,164,9142022Assets 2023: $1,308,912Liabilities 2023: $0Net Assets 2023: $1,308,9122023Assets 2024: $1,589,865Liabilities 2024: $0Net Assets 2024: $1,589,8652024

Highlighted filing

2021

Assets$1,255,123
Liabilities$7,500
Net Assets$1,247,623

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $165,441Expenses 2011: $129,664Net Income 2011: $35,7772011Revenue 2012: $87,928Expenses 2012: $1,279Net Income 2012: $86,6492012Revenue 2013: $158,521Expenses 2013: $111,069Net Income 2013: $47,4522013Revenue 2014: $223,257Expenses 2014: $109,151Net Income 2014: $114,1062014Revenue 2015: $213,264Expenses 2015: $128,545Net Income 2015: $84,7192015Revenue 2016: $147,871Expenses 2016: $168,330Net Income 2016: -$20,4592016Revenue 2017: $237,795Expenses 2017: $156,329Net Income 2017: $81,4662017Revenue 2018: $228,904Expenses 2018: $153,801Net Income 2018: $75,1032018Revenue 2019: $155,620Expenses 2019: $148,340Net Income 2019: $7,2802019Revenue 2020: $111,281Expenses 2020: $202,543Net Income 2020: -$91,2622020Revenue 2021: $118,840Expenses 2021: $162,703Net Income 2021: -$43,8632021Revenue 2022: $252,332Expenses 2022: $142,110Net Income 2022: $110,2222022Revenue 2023: $175,790Expenses 2023: $141,320Net Income 2023: $34,4702023Revenue 2024: $446,412Expenses 2024: $259,236Net Income 2024: $187,1762024

Highlighted filing

2021

Revenue$118,840
Expenses$162,703
Net Income-$43,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Gross Receipts
$118,840
Mission and Program Overview

Mission

MEF is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at MEFs sole discretion by a majority vote of the MEF Board of Directors.

Martinez Education Foundation (MEF) is a community-based partnership of energetic volunteers committed to providing resources to enhance educational opportunities for our children. MEF believes education is both an investment and a priority for the Martinez community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,020,282$1,139,575▲ $119,293
Cash and Non-Interest-Bearing Accounts$68,624$94,063▲ $25,439
Savings and Temporary Cash Investments$91,477$21,485▼ $69,992
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,180,383$1,255,123▲ $74,740
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,884$7,500▲ $5,616
Total Liabilities$1,884$7,500▲ $5,616
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,021,891$1,247,623▲ $225,732
Net Assets With Donor Restrictions$156,608--
Total Net Assets Fund Balance$1,178,499$1,247,623▲ $69,124
Total Liabilities and Net Assets / Fund Balance$1,180,383$1,255,123▲ $74,740
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rochelle Siote BadgleyPresident
Carol McCauleyVice President
Anne MartinDirector
Diane BeckDirector
Dylan RadkeDirector
Jack FunkDirector
Jennifer ZaunerClausonDirector
John DoddDirector
Larry LippowDirector
Leslie PhilbrookDirector
Martha MoranDirector
Michael BeckDirector
Phil PhilbrookDirector
Shannon WurthDirector
Bobbi HorackSecretary
Cheryl VereschaginTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,956
Program Service Revenue
$0
Investment Income
$15,884
Other Revenue
$0
All Other Contributions
$102,956
Change in Net Assets
$-43,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,751
Other Expenses$39,952
Total Fundraising Expense$662
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,751--$122,751
Fees for Services Legal-$11,139-$11,139
Fees for Services Accounting-$1,474-$1,474
Advertising--$662$662
Information Technology-$420-$420
Other Expenses-$402-$402
All Other Expenses$130--$130
Total Functional Expenses$122,881$39,160$662$162,703
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martinez Unified School DistMartinez, CA-School Support$122,751
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Directors Diane Beck and Mike Beck are wife and husband, and Secretary Bobbi Horack and Director Anne Martin are mother and daughter.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization's Board of Directors. The final version of the tax return is provided to all members of the Organization's voting body. A representative of the Board authorizes the final Form 990 which is then e-filed with the Internal Revenue Service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the Board of Directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose potential conflicts and any related party affiliations. The Organization seeks full transparency on all related party transactions. Any potential conflicts of interest (in fact or appearance) are discussed openly and resolved in accordance with the Organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Martinez Education Foundation does not have any employees. The Foundation survives from the efforts of its all-volunteer Board of Directors.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Martinez Education Foundation does not have any employees. The Foundation survives from the efforts of its all-volunteer Board of Directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org (where they are available for viewing as a electronic copues) and are also available by request from the Organization's office in Martinez, California.

Filing and Contact Details

Filer

Filer Name
Martinez Education Foundation
EIN
68-0031693
Phone
9253135562
Address
PO Box 933, Martinez, CA 94553

Signing Officer

Name
Cheryl Vereschagin
Title
Treasurer
Phone
9253135562
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rochelle Badgley
Formed
1983
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
100

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0122751
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0122751
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0122751
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0118840
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0420
IRS990/InformationTechnologyGrp/TotalAmt0420
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015884
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015884
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01020282
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01139575
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MEF is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at MEFs sole discretion by a majority vote of the MEF Board of Directors.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01178499
IRS990/NetAssetsOrFundBalancesEOYAmt01247623
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0112987
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01021891
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01247623
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Settlement Expense
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/Desc2Dues, licenses, taxes
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3402
IRS990/OtherExpensesGrp/TotalAmt015000
IRS990/OtherExpensesGrp/TotalAmt19599
IRS990/OtherExpensesGrp/TotalAmt21126
IRS990/OtherExpensesGrp/TotalAmt3402
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Rochelle Badgley
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136904
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0185873
IRS990/PYInvestmentIncomeAmt0-32423
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt016670
IRS990/PYProgramServiceRevenueAmt06800
IRS990/PYRevenuesLessExpensesAmt0-91262
IRS990/PYTotalExpensesAmt0202543
IRS990/PYTotalRevenueAmt0111281
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-43863
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0102956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0158436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0184822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0721523
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-32423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0124451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-30644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057865
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0135133
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0128704
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42130
IRS990ScheduleA/PublicSupportPY170Pct00.38680
IRS990ScheduleA/PublicSupportTotal170Amt0360922
IRS990ScheduleA/SubstantialContributorsTotAmt0360601
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0102956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0158436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0184822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0721523
IRS990ScheduleA/TotalSupportAmt0856656
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueSecuritiesAmt01139575
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0122751
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Martinez Unified School Dist
IRS990ScheduleI/RecipientTable/RecipientEIN0680342004
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0921 Susana Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Martinez
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094553
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors Diane Beck and Mike Beck are wife and husband, and Secretary Bobbi Horack and Director Anne Martin are mother and daughter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization's Board of Directors. The final version of the tax return is provided to all members of the Organization's voting body. A representative of the Board authorizes the final Form 990 which is then e-filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the Board of Directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose potential conflicts and any related party affiliations. The Organization seeks full transparency on all related party transactions. Any potential conflicts of interest (in fact or appearance) are discussed openly and resolved in accordance with the Organization's policies and procedures.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.45$0.26$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.16$0.25$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.12$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.23$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.24$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.21$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.22$0.11$0.11
2013Summary only. Only limited summary data is available for this year.$0.52$0.03$0.49$0.16$0.11$0.05
2012Summary only. Only limited summary data is available for this year.$0.47$0.03$0.09$0.00$0.09
2011Summary only. Only limited summary data is available for this year.$0.48$0.14$0.17$0.13$0.04