Civic Intelligence

Josiah White'S Quakerdale Foundation

EIN 82-2837021 • 501(c)3 • New Providence, IA

Profile

To carry forth the desire of josiah white, as set out in his will, to provide a spiritual education to children, young adults, and their families that emphasizes quaker history and vision as well as christian values

26866 County Highway S55New Providence, IA 50206

www.quakerdale.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.34x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-2.1%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$20,160,922

Up $298,893 (+1.5%) from 2023

Liabilities

Down

$602,884

Down $152,413 (-20%) from 2023

Net Assets

Up

$19,558,038

Up $451,306 (+2.4%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin75th percentile

Revenue

Up

$1,793,827

Up $301,702 (+20%) from 2023

Expenses

Up

$1,400,794

Up $132,341 (+10%) from 2023

Net Income

Up

$393,033

Up $169,361 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $27,658,642Liabilities 2018: $1,037,753Net Assets 2018: $26,620,8892018Assets 2019: $21,389,613Liabilities 2019: $918,275Net Assets 2019: $20,471,3382019Assets 2020: $22,201,490Liabilities 2020: $804,311Net Assets 2020: $21,397,1792020Assets 2021: $22,959,200Liabilities 2021: $730,375Net Assets 2021: $22,228,8252021Assets 2022: $21,039,044Liabilities 2022: $654,631Net Assets 2022: $20,384,4132022Assets 2023: $19,862,029Liabilities 2023: $755,297Net Assets 2023: $19,106,7322023Assets 2024: $20,160,922Liabilities 2024: $602,884Net Assets 2024: $19,558,0382024

Highlighted filing

2024

Assets$20,160,922
Liabilities$602,884
Net Assets$19,558,038
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2018: $1,127,654Expenses 2018: $1,521,867Net Income 2018: -$394,2132018Revenue 2019: $729,381Expenses 2019: $1,358,325Net Income 2019: -$628,9442019Revenue 2020: $985,102Expenses 2020: $969,264Net Income 2020: $15,8382020Revenue 2021: $1,075,930Expenses 2021: $1,014,764Net Income 2021: $61,1662021Revenue 2022: $870,268Expenses 2022: $992,285Net Income 2022: -$122,0172022Revenue 2023: $1,492,125Expenses 2023: $1,268,453Net Income 2023: $223,6722023Revenue 2024: $1,793,827Expenses 2024: $1,400,794Net Income 2024: $393,0332024

Highlighted filing

2024

Revenue$1,793,827
Expenses$1,400,794
Net Income$393,033
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,160,922
Liabilities
$602,884
Net assets
$19,558,038
Revenue
$1,793,827
Expenses
$1,400,794
Net income
$393,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.60$19.6$1.79$1.40$0.39
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.76$19.1$1.49$1.27$0.22
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.65$20.4$0.87$0.99$0.12
2021Detailed filing. Detailed filing data is available for this year.$23.0$0.73$22.2$1.08$1.01$0.06
2020Detailed filing. Detailed filing data is available for this year.$22.2$0.80$21.4$0.99$0.97$0.02
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.92$20.5$0.73$1.36$0.63
2018Detailed filing. Detailed filing data is available for this year.$27.7$1.04$26.6$1.13$1.52$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$3,453,547
Mission and Program Overview

Mission

To carry forth the desire of josiah white, as set out in his will, to provide a spiritual education to children, young adults, and their families that emphasizes quaker history and vision as well as christian values

To provide a spiritual education to children, young adults, and their families

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,862,689$8,837,155▼ $25,534
Investments in Publicly Traded Securities$6,940,950$6,564,447▼ $376,503
Other Notes and Loans Receivable, Net-$2,810,000-
Cash and Non-Interest-Bearing Accounts$60,120$360,967▲ $300,847
Savings and Temporary Cash Investments$303,788--
Accounts Receivable$6,797$34,072▲ $27,275
Prepaid Expenses and Deferred Charges$2,503$4,428▲ $1,925
Total Assets$19,862,029$20,160,922▲ $298,893
Other Assets Total$3,685,182$1,549,853▼ $2,135,329
Liabilities
Mortgage Notes Payable Secured by Investment Property$455,265$395,957▼ $59,308
Grants Payable$126,519$143,000▲ $16,481
Accounts Payable and Accrued Expenses$171,841$62,781▼ $109,060
Other Liabilities$1,672$1,146▼ $526
Total Liabilities$755,297$602,884▼ $152,413
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,106,732$19,558,038▲ $451,306
Total Net Assets Fund Balance$19,106,732$19,558,038▲ $451,306
Total Liabilities and Net Assets / Fund Balance$19,862,029$20,160,922▲ $298,893

Asset Categories

AssetBook ValueDepreciationBasis
Land$7,865,890-$7,865,890
Buildings$962,977$205,957$1,168,934
Equipment$8,288$13,037$21,325
Other Assets Org$1,549,853--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robert TalbotExecutive DirectorPT$156,769$156,769

Board Members and Trustees

NameTitle
Wes BlanchardPresident
Parke AdamsonVice President
David WillitsTrustee
Lee EftTrustee
Mary ThuryTrustee
Scott BiddleTrustee
Manny GarciaEx-officio
John RainsSecretary
Randy KernenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$296,317
Program Service Revenue
$12,057
Investment Income
$1,104,404
Other Revenue
$381,049
All Other Contributions
$140,482
Change in Net Assets
$393,033

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,758,776
Revenue Not Reported on Financial Statements
$35,051
Revenue Not Reported on Form 990
$242,097
Total Revenue per Audited Statements
$2,000,873
Total Revenue per Form 990
$1,793,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$571,763
Grants and Similar Amounts Paid$524,771
Salaries, Compensation, and Employee Benefits$304,260
Total Fundraising Expense$167,145
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$524,771--$524,771
Current Officers, Directors, Trustees, and Key Employees$39,192$101,900$15,677$156,769
Other Salaries and Wages$66,723$13,344$53,378$133,445
Fees for Services Other$19,077$49,596$7,629$76,302
Interest-$69,685-$69,685
Advertising$23,654-$42,338$65,992
Insurance$34,898$9,971$4,986$49,855
Fees for Service Investment Mgmnt Fees-$35,051-$35,051
Depreciation Depletion$24,489$6,997$3,498$34,984
Fees for Services Legal-$21,344-$21,344
Fees for Services Accounting-$14,800-$14,800
Payroll Taxes$5,024$1,005$4,020$10,049
Information Technology$601$4,807$601$6,009
Office Expenses$1,467$1,467$2,934$5,868
Travel$2,213$1,107$2,213$5,533
Pension Plan Contributions$1,998$400$1,599$3,997
Other Expenses$174$175$175$524
Conferences and Meetings--$252$252
Total Functional Expenses$772,092$461,557$167,145$1,400,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,549,567
Total Expenses per Form 990$1,400,794
Expenses per Audited Statements$1,365,743
Expenses Not Reported on Form 990$183,824
Expenses Not Reported on Financial Statements$35,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Quakerdale Family ServicesMarshalltown, IA501(c)(3)Operating Grant to Support Counseling Programs$101,831
Safe FamiliesChicago, IL501(c)(3)Opertaing Grant for Nonprofit Business Services$60,000
WHITES'S IOWA INSTITUTE DBA QUAKERDALE BUSINESS SERVICESNew Providence, IA501(c)(3)Opertaing Grant for Nonprofit Business Services$60,000
Hope4healingGladbrook, IA501(c)(3)Operating Grant to Support Resource Assistance Network$55,000
Fum 2024Richmond, IN501(c)(3)Opertaing Grant for Nonprofit Business Services$49,214
Cca Food PantryCarlisle, IA501(c)(3)Opertaing Grant for Nonprofit Business Services$25,000
Fellowship HousingHoffman Estates, IL501(c)(3)Opertaing Grant for Nonprofit Business Services$22,000
Center of AttentionWaterloo, IA501(c)(3)Opertaing Grant for Nonprofit Business Services$10,800
Camp Quaker HeightsEldora, IA501(c)(3)Opertaing Grant for Nonprofit Business Services$10,000
Greenbelt Area Christian ConcertIowa Falls, IA501(c)(3)Opertaing Grant for Nonprofit Business Services$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,483
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Quakerdale Golf Tournament$155,835-$49,483-
Total Events$155,835-$49,483$-49,483
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$1,146
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
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, Section B, Line 11B

“The finance committee first reviews the completed form 990 tax reutrn then the return is presented to the board of trustees for final review prior to filing the return with teh internal revenue service.”

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

“The foundation has a written conflict of interest policy that describes situations in which a conflict may occur and all board members and key staff are required annually to review the policy and complete a conflict of interest statement to insure ongoing compliance.”

Form 990, Part VI, Section B, Line 15

“The board of trustees annually reviews the executive director's performance and compensation is established based on previous experience and information from other organizations of similar size and budgets.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request at the foundation's office”

Filing and Contact Details

Filer

Filer Name
JOSIAH WHITE'S QUAKERDALE FOUNDATION
EIN
82-2837021
Phone
6414975294
Address
26866 COUNTY HIGHWAY S55, NEW PROVIDENCE, IA 50206

Signing Officer

Name
Rob Talbot
Title
Executive Director
Phone
6414975294
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Talbot
Formed
2017
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
40

Preparer

Firm
Denman CPA Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Robert Endriss
Phone
5152258400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and, accordingly, no provision for income taxes has been made. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosures in the financial statements. The foundation is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2021.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 134,341. Fundraising expenses 49,483.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 134,341. Fundraising expenses 49,483.”

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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/GrantsToDomesticOrgsGrp/TotalAmt0524771
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02323108
IRS990/GrossReceiptsAmt03453547
IRS990/GrossRentsGrp/RealAmt0524281
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0601
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04807
IRS990/InformationTechnologyGrp/ProgramServicesAmt0601
IRS990/InformationTechnologyGrp/TotalAmt06009
IRS990/InsuranceGrp/FundraisingAmt04986
IRS990/InsuranceGrp/ManagementAndGeneralAmt09971
IRS990/InsuranceGrp/ProgramServicesAmt034898
IRS990/InsuranceGrp/TotalAmt049855
IRS990/InterestGrp/ManagementAndGeneralAmt069685
IRS990/InterestGrp/TotalAmt069685
IRS990/InvestmentIncomeGrp/ExclusionAmt0257192
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0257192
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06940950
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06564447
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0218994
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08862689
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08837155
IRS990/LandBldgEquipCostOrOtherBssAmt09056149
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01475896
IRS990/LessRentalExpensesGrp/RealAmt0134341
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CARRY FORTH THE DESIRE OF JOSIAH WHITE, AS SET OUT IN HIS WILL, TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES THAT EMPHASIZES QUAKER HISTORY AND VISION AS WELL AS CHRISTIAN VALUES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0455265
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0395957
IRS990/NetAssetsOrFundBalancesBOYAmt019106732
IRS990/NetAssetsOrFundBalancesEOYAmt019558038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0847212
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0847212
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-49483
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-49483
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0389940
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0389940
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt058273
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019106732
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019558038
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02934
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01467
IRS990/OfficeExpensesGrp/ProgramServicesAmt01467
IRS990/OfficeExpensesGrp/TotalAmt05868
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03685182
IRS990/OtherAssetsTotalGrp/EOYAmt01549853
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT LOSSES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt027845
IRS990/OtherExpensesGrp/FundraisingAmt1175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0110441
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119467
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2175
IRS990/OtherExpensesGrp/ProgramServicesAmt027811
IRS990/OtherExpensesGrp/ProgramServicesAmt1174
IRS990/OtherExpensesGrp/TotalAmt0110441
IRS990/OtherExpensesGrp/TotalAmt175123
IRS990/OtherExpensesGrp/TotalAmt2524
IRS990/OtherLiabilitiesGrp/BOYAmt01672
IRS990/OtherLiabilitiesGrp/EOYAmt01146
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN VALUE OF LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt040592
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040592
IRS990/OtherRevenueTotalAmt040592
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053378
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013344
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066723
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133445
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02810000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04020
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01005
IRS990/PayrollTaxesGrp/ProgramServicesAmt05024
IRS990/PayrollTaxesGrp/TotalAmt010049
IRS990/PensionPlanContributionsGrp/FundraisingAmt01599
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0400
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01998
IRS990/PensionPlanContributionsGrp/TotalAmt03997
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02503
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04428
IRS990/PrincipalOfficerNm0ROB TALBOT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012057
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012057
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0880007
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0479852
IRS990/PYInvestmentIncomeAmt0255214
IRS990/PYOtherExpensesAmt0565123
IRS990/PYOtherRevenueAmt0354828
IRS990/PYProgramServiceRevenueAmt02076
IRS990/PYRevenuesLessExpensesAmt0223672
IRS990/PYSalariesCompEmpBnftPaidAmt0223478
IRS990/PYTotalExpensesAmt01268453
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01492125
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0393033
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0389940
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012057
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0303788
IRS990ScheduleA/FactsAndCircumstancesTestTxt0JOSIAH WHITE'S QUAKERDALE FOUNDATION WAS FORMED IN 2017 DUE TO A RESTRUCTURING OF A FORMER LARGER NON PROFIT ORGANIZATION (QUAKERDALE WHITE'S INSTITUTE). THE REASON BEHIND THE RESTRUCTURE WAS TO PROTECT AND LIMIT THE LIABILITY OF THE ACCUMULATED ASSETS AND INVESTMENTS FROM DECADES OF INDIVIDUAL DONOR CONTRIBUTIONS AND GIFTS. THE FOUNDATION HAS SHOWN PRUDENT MANAGEMENT OF THE ASSETS AND INVESTMENTS THAT WERE GIFTED. THE CURRENT ASSETS OF THE FOUNDATION, SPECIFICALLY BUILDINGS, FACILITIES AND PROPERTIES, CONTINUE TO BE USED AS PART OF OUR CHARITABLE PROGRAMMING PURPOSES. AS PART OF OUR NONPROFIT MISSION, JOSIAH WHITE'S QUAKERDALE FOUNDATION HAS ALSO BEEN DIRECTING OUR DONOR BASE TO GIVE DIRECTLY TO THE NONPROFIT ORGANIZATIONS AND MINISTRIES THAT WE SUPPORT, CAUSING OUR OWN PUBLIC SUPPORT PERCENTAGE TO DECREASE. THE FOUNDATION STILL MAINTAINS A FUNDRAISING PROGRAM TO ATTRACT DONATIONS FROM THE GENERAL PUBLIC, AND OUR SOURCES OF SUPPORT ARE NOT FROM A SELECT FEW INDIVIDUALS. WE ALSO MAINTAIN A GOVERNING BOARD OF 9 PEOPLE THAT REPRESENT THE GENERAL PUBLIC AND THE COMMUNITIES THAT WE SERVE. WE BELIEVE THE FOUNDATION MEETS FACTS AND CIRCUMSTANCES TEST AS A PUBLIC CHARITY GIVEN THE COMBINATION OF THESE FACTORS AND OUR 29% PUBLIC SUPPORT PERCENTAGE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0296317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0880007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0215973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0267612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0217053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01876962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0609642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0541903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0476681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0463704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0415810
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02507740
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01034667
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28690
IRS990ScheduleA/PublicSupportPY170Pct00.25780
IRS990ScheduleA/PublicSupportTotal170Amt01257854
IRS990ScheduleA/SubstantialContributorsTotAmt0619108
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0296317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0880007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0215973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0217053
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01876962
IRS990ScheduleA/TotalSupportAmt04384702
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/BuildingsGrp/BookValueAmt0962977
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0205957
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01168934
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt028468
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt028468
IRS990ScheduleD/EquipmentGrp/BookValueAmt08288
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021325
IRS990ScheduleD/ExpensesNotReportedAmt0183824
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035051
IRS990ScheduleD/ExpensesSubtotalAmt01365743
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt035051
IRS990ScheduleD/InvestmentExpensesNotIncldAmt035051
IRS990ScheduleD/LandGrp/BookValueAmt07865890
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07865890
IRS990ScheduleD/NetUnrealizedGainsInvstAmt058273
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01549853
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH VALUE LIFE INSURANCE
IRS990ScheduleD/OtherExpensesIncludedAmt0183824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01146
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES PAYABLE
IRS990ScheduleD/OtherRevenueAmt0183824
IRS990ScheduleD/RevenueNotReportedAmt0242097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt035051
IRS990ScheduleD/RevenueSubtotalAmt01758776
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 134,341. FUNDRAISING EXPENSES 49,483.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES 134,341. FUNDRAISING EXPENSES 49,483.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08837155
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01549853
IRS990ScheduleD/TotalExpensesPerForm990Amt01400794

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