Civic Intelligence

Sargent Foundation for Episcopal Ministries

990 • Fiscal year 2014 • EIN 83-0275610

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 12, 2015

Organization ProfileN/A
PO Box 50581Casper, WY 82605-0581

(307) 577-0724

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

7th percentile

$32,807

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

36th percentile

1.3%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$6,495,766

Up $81,821 (+1.3%) from 2013

Net Assets

Up

$6,487,646

Up $81,719 (+1.3%) from 2013

Liabilities

Up

$8,120

Up $102 (+1.3%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin91st percentile

Revenue

Down

$321,221

Down $423,156 (-57%) from 2013

Expenses

Down

$168,657

Down $45,889 (-21%) from 2013

Net Income

Down

$152,564

Down $377,267 (-71%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2010: $6,116,069Liabilities 2010: $7,645Net Assets 2010: $6,108,4242010Assets 2011: $5,465,119Liabilities 2011: $6,844Net Assets 2011: $5,458,2752011Assets 2012: $5,785,739Liabilities 2012: $7,232Net Assets 2012: $5,778,5072012Assets 2013: $6,413,945Liabilities 2013: $8,018Net Assets 2013: $6,405,9272013Assets 2014: $6,495,766Liabilities 2014: $8,120Net Assets 2014: $6,487,6462014Assets 2015: $6,143,171Liabilities 2015: $9,079Net Assets 2015: $6,134,0922015Assets 2016: $6,613,122Liabilities 2016: $8,266Net Assets 2016: $6,604,8562016Assets 2017: $7,010,531Liabilities 2017: $18,941Net Assets 2017: $6,991,5902017Assets 2018: $6,467,834Liabilities 2018: $0Net Assets 2018: $6,467,8342018Assets 2019: $7,457,182Liabilities 2019: $9,326Net Assets 2019: $7,447,8562019Assets 2020: $8,074,351Liabilities 2020: $10,073Net Assets 2020: $8,064,2782020Assets 2021: $9,006,713Liabilities 2021: $11,234Net Assets 2021: $8,995,4792021Assets 2022: $7,589,930Liabilities 2022: $9,487Net Assets 2022: $7,580,4432022Assets 2023: $7,335,568Liabilities 2023: $9,146Net Assets 2023: $7,326,4222023Assets 2024: $8,287,772Liabilities 2024: $10,339Net Assets 2024: $8,277,4332024

Highlighted filing

2014

Assets$6,495,766
Liabilities$8,120
Net Assets$6,487,646
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $546,6682010Expenses 2011: $314,3262011Expenses 2012: $314,9152012Revenue 2013: $744,377Expenses 2013: $214,546Net Income 2013: $529,8312013Revenue 2014: $321,221Expenses 2014: $168,657Net Income 2014: $152,5642014Revenue 2015: $197,435Expenses 2015: $301,857Net Income 2015: -$104,4222015Revenue 2016: $387,594Expenses 2016: $148,567Net Income 2016: $239,0272016Revenue 2017: $492,927Expenses 2017: $184,980Net Income 2017: $307,9472017Revenue 2018: -$26,648Expenses 2018: $231,065Net Income 2018: -$257,7132018Revenue 2019: $829,440Expenses 2019: $221,858Net Income 2019: $607,5822019Revenue 2020: $734,972Expenses 2020: $142,207Net Income 2020: $592,7652020Revenue 2021: $1,172,673Expenses 2021: $207,720Net Income 2021: $964,9532021Revenue 2022: -$702,760Expenses 2022: $199,605Net Income 2022: -$902,3652022Revenue 2023: $213,970Expenses 2023: $1,187,622Net Income 2023: -$973,6522023Revenue 2024: $1,637,676Expenses 2024: $255,877Net Income 2024: $1,381,7992024

Highlighted filing

2014

Revenue$321,221
Expenses$168,657
Net Income$152,564
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$35,879,258
Mission and Program Overview

Mission

To distribute income and principal for the benefit of and/or to carry out the purposes of the episcopal church, including any and all charitable, educational, and religious organizations owned and operated by said church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,929,689$4,816,692▼ $1,112,997
Savings and Temporary Cash Investments$484,256$1,679,074▲ $1,194,818
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$6,413,945$6,495,766▲ $81,821
Liabilities
Accounts Payable and Accrued Expenses$8,018$8,120▲ $102
Total Liabilities$8,018$8,120▲ $102
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,405,927$6,487,646▲ $81,719
Total Net Assets Fund Balance$6,405,927$6,487,646▲ $81,719
Total Liabilities and Net Assets / Fund Balance$6,413,945$6,495,766▲ $81,821

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,022$1,022
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles W SmithPres., Treas. - DirectorPT$32,807$32,807

Board Members and Trustees

NameTitle
Bishop Rt Rev John S SmylieVice President - Director
John E Masters Attorney at LawSecretary - Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$321,221
Other Revenue
$0
Change in Net Assets
$152,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$288,414
Revenue Not Reported on Financial Statements
$32,807
Revenue Not Reported on Form 990
$-70,845
Total Revenue per Audited Statements
$217,569
Total Revenue per Form 990
$321,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$118,500
Other Expenses$50,157
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,500--$93,500
Fees for Service Investment Mgmnt Fees-$32,957-$32,957
Foreign Grants$25,000--$25,000
Fees for Services Accounting-$16,450-$16,450
Insurance-$750-$750
Total Functional Expenses$118,500$50,157$0$168,657

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$168,657
Expenses per Audited Statements$135,850
Total Expenses per Audited Statements$135,850
Expenses Not Reported on Financial Statements$32,807
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of WyomingCasper, WY501(c)(3)Carry Out Purposes of the Episcopal Church in the United States$93,500

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The director reviews and agrees the numbers to the general ledger; he also reviews the questions and responses for the form 990.”

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

“During regular quarterly meetings, the directors are to disclose any conflicts of interest. If a conflict exists, the directors will discuss the situation and reach a reasonable resolution.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request from one of the directors.”

Form 990, Part VII, Section A, (E) Reportable Compensation

“The foundation distributes a questionaire annually to each of the three directors, requesting the name, title, date, and signature of each person reporting information. Pertinent instructions and definitions for form 990, part vii, section a, columns (e) and (f) are provided.”

Filing and Contact Details

Filer

Filer Name
Sargent Foundation for Episcopal Ministries
EIN
83-0275610
Phone
3075770724
Address
PO BOX 50581, CASPER, WY 82605-0581

Signing Officer

Name
Charles W Smith
Title
President, Director
Phone
3075770724
Signed
2015-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles W Smith
Formed
1985
Legal Domicile
Wy
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Porter Muirhead Cornia & Howard Cpas
Address
123 WEST FIRST ST SUITE 800, CASPER, WY 82601
Preparer
Elaine M Culver CPA
Phone
3072654311
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net unrealized gain (losses) on investements -70,845.”

Form 990, Part XII, Line 2C

“The process of review of the financial statements and selection of an independent auditor by the board of directors has not changed from the prior year.”

Additional Information as to Change of Type of So

“Questions regarding the type of supporting organization (so) arose with the changes in the treasury regulations effective for the 2014 tax year. The language in the governing documents of the foundation did not clearly reflect the party responsible for appointments to the board of directors. Historically, the majority of the board of the directors of the foundation has been appointed by the church through the bishop of the episcopal diocese of wyoming. Appointees included the bishop and the attorney of the diocese, a majority of the board. A resolution to clarify the requirement the bishop appoints the majority of the board members is being drafted, but has not yet been adopted. The resolution will also reflect the foundation supports the church through supporting the episcopal diocese of wyoming. With the additional clarification, the foundation is clearly a type i so rather than a type iii so. That change is reflected in the current year filing.”

Raw XML Appendix386 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08120
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DISTRIBUTE INCOME AND PRINCIPAL FOR THE BENEFIT OF AND/OR TO CARRY OUT THE PURPOSES OF THE EPISCOPAL CHURCH, INCLUDING ANY AND ALL CHARITABLE, EDUCATIONAL, AND RELIGIOUS ORGANIZATIONS OWNED AND OPERATED BY SAID CHURCH.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLES W SMITH
IRS990/BooksInCareOfDetail/PhoneNum03075770724
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50581
IRS990/BooksInCareOfDetail/USAddress/CityNm0CASPER
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0118500
IRS990/CYInvestmentIncomeAmt0321221
IRS990/CYOtherExpensesAmt050157
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN E MASTERS ATTORNEY AT LAW
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt232807
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT - DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY - DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRES., TREAS. - DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0198311
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0118500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt093500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt093500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035756348
IRS990/GrossReceiptsAmt035879258
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0750
IRS990/InsuranceGrp/TotalAmt0750
IRS990/InvestmentIncomeGrp/ExclusionAmt0122910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122910
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05929689
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04816692
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01022
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01022
IRS990/LegalDomicileStateCd0WY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035558037
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-70845
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES W SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01022
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01022
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt0135850
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IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0JERUSALEM, ISRAEL
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt093500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CARRY OUT PURPOSES OF THE EPISCOPAL CHURCH IN THE UNITED STATES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF WYOMING
IRS990ScheduleI/RecipientTable/RecipientEIN0836000959
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0123 SOUTH DURBIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CASPER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd082601
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR REVIEWS AND AGREES THE NUMBERS TO THE GENERAL LEDGER; HE ALSO REVIEWS THE QUESTIONS AND RESPONSES FOR THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING REGULAR QUARTERLY MEETINGS, THE DIRECTORS ARE TO DISCLOSE ANY CONFLICTS OF INTEREST. IF A CONFLICT EXISTS, THE DIRECTORS WILL DISCUSS THE SITUATION AND REACH A REASONABLE RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FROM ONE OF THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAIN (LOSSES) ON INVESTEMENTS -70,845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS OF REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR BY THE BOARD OF DIRECTORS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION DISTRIBUTES A QUESTIONAIRE ANNUALLY TO EACH OF THE THREE DIRECTORS, REQUESTING THE NAME, TITLE, DATE, AND SIGNATURE OF EACH PERSON REPORTING INFORMATION. PERTINENT INSTRUCTIONS AND DEFINITIONS FOR FORM 990, PART VII, SECTION A, COLUMNS (E) AND (F) ARE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6QUESTIONS REGARDING THE TYPE OF SUPPORTING ORGANIZATION (SO) AROSE WITH THE CHANGES IN THE TREASURY REGULATIONS EFFECTIVE FOR THE 2014 TAX YEAR. THE LANGUAGE IN THE GOVERNING DOCUMENTS OF THE FOUNDATION DID NOT CLEARLY REFLECT THE PARTY RESPONSIBLE FOR APPOINTMENTS TO THE BOARD OF DIRECTORS. HISTORICALLY, THE MAJORITY OF THE BOARD OF THE DIRECTORS OF THE FOUNDATION HAS BEEN APPOINTED BY THE CHURCH THROUGH THE BISHOP OF THE EPISCOPAL DIOCESE OF WYOMING. APPOINTEES INCLUDED THE BISHOP AND THE ATTORNEY OF THE DIOCESE, A MAJORITY OF THE BOARD. A RESOLUTION TO CLARIFY THE REQUIREMENT THE BISHOP APPOINTS THE MAJORITY OF THE BOARD MEMBERS IS BEING DRAFTED, BUT HAS NOT YET BEEN ADOPTED. THE RESOLUTION WILL ALSO REFLECT THE FOUNDATION SUPPORTS THE CHURCH THROUGH SUPPORTING THE EPISCOPAL DIOCESE OF WYOMING. WITH THE ADDITIONAL CLARIFICATION, THE FOUNDATION IS CLEARLY A TYPE I SO RATHER THAN A TYPE III SO. THAT CHANGE IS REFLECTED IN THE CURRENT YEAR FILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, (E) REPORTABLE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6ADDITIONAL INFORMATION AS TO CHANGE OF TYPE OF SO
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF WYOMING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0836000959
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CARRY OUT PURPOSES OF THE EPISCOPAL CHURCH IN THE UNITED STATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(3) TYPE III
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0123 SOUTH DURBIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CASPER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd082601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06405927
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06487646
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06413945
IRS990/TotalAssetsEOYAmt06495766
IRS990/TotalAssetsGrp/BOYAmt06413945
IRS990/TotalAssetsGrp/EOYAmt06495766
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050157
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08018
IRS990/TotalLiabilitiesEOYAmt08120
IRS990/TotalLiabilitiesGrp/BOYAmt08018
IRS990/TotalLiabilitiesGrp/EOYAmt08120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06405927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06487646
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0118500
IRS990/TotalReportableCompFromOrgAmt032807
IRS990/TotalRevenueGrp/ExclusionAmt0321221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0321221
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06413945
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06495766
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 50581
IRS990/USAddress/CityNm0CASPER
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd0826050581
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES W SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03075770724
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARGENT FOUNDATION FOR EPISCOPAL MINISTRIES
ReturnHeader/Filer/BusinessNameControlTxt0SARG
ReturnHeader/Filer/EIN0830275610
ReturnHeader/Filer/PhoneNum03075770724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50581
ReturnHeader/Filer/USAddress/CityNm0CASPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd0826050581
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830220400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTER MUIRHEAD CORNIA & HOWARD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 WEST FIRST ST SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CASPER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082601
ReturnHeader/PreparerPersonGrp/PhoneNum03072654311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE M CULVER CPA
ReturnHeader/ReturnTs02015-10-13T09:09:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,495,766
Liabilities
$8,120
Net assets
$6,487,646
Revenue
$321,221
Expenses
$168,657
Net income
$152,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.29$0.01$8.28$1.64$0.26$1.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.01$7.33$0.21$1.19$0.97
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.01$7.58$0.70$0.20$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.01$9.00$1.17$0.21$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.01$8.06$0.73$0.14$0.59
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.01$7.45$0.83$0.22$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.03$0.23$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.02$6.99$0.49$0.18$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.01$6.60$0.39$0.15$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.01$6.13$0.20$0.30$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.50$0.01$6.49$0.32$0.17$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.41$0.01$6.41$0.74$0.21$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.01$5.78$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.01$5.46$0.31
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.01$6.11$0.55