Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Investments & Wealth Foundation
EIN 87-4617128 • 501(c)3 • Greenwood Village, CO
Profile
The primary role and scope of the investments & wealth foundation will be to convey scholarships and tuition assistance to qualified individuals who can demonstrate financial need and are from continued on schedule ounderrepresented populations related to gender, race, ethnicity, age, sexual preference, to underwrite the costs of cima, cpwa and rma certification. Accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.69x
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Balance Sheet
Assets
Up$163,532
Up $24,615 (+18%) from 2023
Liabilities
Up$112,514
Up $47,630 (+73%) from 2023
Net Assets
Down$51,018
Down $23,015 (-31%) from 2023
Revenue
Down$143,039
Down $184,483 (-56%) from 2023
Expenses
Down$168,852
Down $91,133 (-35%) from 2023
Net Income
Down-$25,813
Down $93,350 (-138%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $163,532
- Liabilities
- $112,514
- Net assets
- $51,018
- Revenue
- $143,039
- Expenses
- $168,852
- Net income
- -$25,813
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 15, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $145,837
Mission and Program Overview
Mission
[see schedule o]the primary role and scope of the investments & wealth foundation will be to convey scholarships and tuition assistance to qualified individuals who can demonstrate financial need and are from underrepresented populations related to gender, race, ethnicity, age, sexual preference, to underwrite the costs of cima, cpwa and rma certification. Accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession.
To convey scholarships and tuition assistance to qualified individuals.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $138,917 | $163,532 | ▲ $24,615 |
| Total Assets | $138,917 | $163,532 | ▲ $24,615 |
| Liabilities | |||
| Other Liabilities | $64,884 | $112,264 | ▲ $47,380 |
| Accounts Payable and Accrued Expenses | - | $250 | - |
| Total Liabilities | $64,884 | $112,514 | ▲ $47,630 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $74,033 | $51,018 | ▼ $23,015 |
| Total Net Assets Fund Balance | $74,033 | $51,018 | ▼ $23,015 |
| Total Liabilities and Net Assets / Fund Balance | $138,917 | $163,532 | ▲ $24,615 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Elizabeth Anderson | Chair |
| Desiree Maldonado | Vice Chair |
| Eilin Cabutto | Director |
| Ira Cox | Director |
| John Granzow | Director |
| Karen Heath-wade | Director |
| Kevin Sanchez | Director |
| Lucrece Dossou | Director |
| April Ferrell | Iw Foundation Executive Director |
| Sean Walters | Iwi CEO |
| Sandra Garcia | Treasurer (as of July 2024) |
| Angela Lutterman | Treasurer (through June 2024) |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $143,039
- Program Service Revenue
- $0
- Investment Income
- $0
- Other Revenue
- $0
- All Other Contributions
- $38,030
- Change in Net Assets
- $-25,813
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $143,039
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $19,171,212
- Total Revenue per Audited Statements
- $19,314,251
- Total Revenue per Form 990
- $143,039
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $133,500 |
| Salaries, Compensation, and Employee Benefits | $31,258 |
| Other Expenses | $4,094 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $133,500 | - | - | $133,500 |
| Other Salaries and Wages | $31,258 | - | - | $31,258 |
| Fees for Services Other | $3,045 | - | - | $3,045 |
| Office Expenses | $647 | - | - | $647 |
| Other Expenses | $402 | - | - | $402 |
| Total Functional Expenses | $168,852 | $0 | $0 | $168,852 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $19,158,738 |
| Expenses Not Reported on Form 990 | $18,989,886 |
| Expenses per Audited Statements | $168,852 |
| Total Expenses per Form 990 | $168,852 |
| Expenses Not Reported on Financial Statements | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $2,798 |
| Fundraising Gross Income | $2,798 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Related Party Payable | $112,264 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- 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
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 6
“The corporation shall have one voting member as that term is used in the act and shall have no capital stock. The investment management consultants association, d/b/a investment & wealth institute, a colorado nonprofit corporation exempt from taxation under 501(c)(6) of the code, shall be the sole voting member (voting member) of the corporation.”
Form 990, Part VI, Section A, Line 7A
“Whenever a vacancy occurs on the board of directors by reason of death, resignation, incapacity, removal or otherwise, such vacancy may be filled by the voting member. Any director may be removed, with or without cause, by the voting member. The officers of the corporation shall be appointed annually by the voting member. Any officer elected or appointed by the voting member may be removed by the voting member whenever in its judgment the best interests of the corporation would be served thereby; but such removal shall be without prejudice to the contract rights, if any, of the officer so removed.”
Form 990, Part VI, Section A, Line 7B
“The board of directors may amend the bylaws at any time to add, change, or delete a provision, provided, however, that the voting member shall have the right to approve any such addition, change or deletion and the bylaws may only be amended in a manner which would not disqualify the corporation under 501(c)(3) of the code. The member may also alter, amend or repeal in whole or in part, the articles of incorporation in a manner which would not disqualify the corporation under 501(c)(3) of the code.”
Form 990, Part VI, Section A, Line 8B
“There are no committees with the authority to act on behalf of the governing body.”
Form 990, Part VI, Section B, Line 11B
“The form 990 is reviewed by the ceo, treasurer and cfo before filing. The form 990 is then furnished to the board of directors upon which they have the opportunity to review and ask questions before the filing.”
Form 990, Part VI, Section B, Line 12C
“The foundation follows iwi conflict of interest policy. Newly elected board of directors are required to sign a conflict of interest disclosure. Each board meeting includes an agenda item where the board of directors are asked if there have been any changes to their conflict of interest disclosure. If so, a new conflict of interest disclosure would be signed. It is the responsibility of the conflicted parties immediate supervisor and general counsel to determine whether a conflict exists. All determinations are documented in the organizations minutes. If the interested party is found to have a conflict of interest, they are not allowed to participate in any discussion or decision making regarding their conflict of interest.”
Form 990, Part VI, Section C, Line 19
“The organization makes it's governing documents, financial statements, and conflict of interest policy available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Investments & Wealth Foundation
- EIN
- 87-4617128
- Phone
- 3037703377
- Address
- 5619 DTC PARKWAY 600, GREENWOOD VILLAGE, CO 80111
Signing Officer
- Name
- Sean Walters
- Title
- CEO
- Phone
- 3037703377
- Signed
- 2025-11-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Sean Walters
- Formed
- 2022
- Legal Domicile
- Co
- Voting Board Members
- 9
- Independent Board Members
- 8
- Employees
- 0
- Volunteers
- 9
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 121 SOUTH TEJON STREET SUITE 1100, COLORADO SPRINGS, CO 80903
- Preparer
- Sarah Hintz
- Phone
- 7196350330
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Fundraising expense 2,798.”
FORM 990, PART XII, LINE 2C:
“The process for oversight and selection of an independent accountant has not changed from the prior year.”
Financial Statement Notes
PART XI, LINE 2D - OTHER ADJUSTMENTS:
“Related organization income reported on separate 990 19,268,414. Contribution to iwf - intercompany -100,000. Fundraising expense 2,798.”
PART XII, LINE 2D - OTHER ADJUSTMENTS:
“Related organization expense reported on separate form 990 19,089,886. Intercompany grant eliminated in audited financials -100,000.”
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| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 51018 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
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| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 51018 |
| IRS990/NoncashContributionsAmt | 0 | 2798 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
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| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 647 |
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| IRS990/Organization501c3Ind | 0 | X |
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| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
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| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 112264 |
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| IRS990/PrincipalOfficerNm | 0 | SEAN WALTERS |
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| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
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| IRS990/PYContributionsGrantsAmt | 0 | 327522 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
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| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 21525 |
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| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 100000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990/ScheduleBRequiredInd | 0 | 1 |
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| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 18989886 |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | RELATED PARTY PAYABLE |
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| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 19171212 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 143039 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | RELATED ORGANIZATION INCOME REPORTED ON SEPARATE 990 19,268,414. CONTRIBUTION TO IWF - INTERCOMPANY -100,000. FUNDRAISING EXPENSE 2,798. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | RELATED ORGANIZATION EXPENSE REPORTED ON SEPARATE FORM 990 19,089,886. INTERCOMPANY GRANT ELIMINATED IN AUDITED FINANCIALS -100,000. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
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| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 143039 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 19314251 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 19158738 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
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| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc | 0 | N/A |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 50 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 0 | N/A |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | GRANT USE IS MONITORED INTERNALLY AS FUNDS ARE DIRECTLY APPLIED TO APPLICANTS' BALANCES. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
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| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 3 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 2 | 9510 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 3 | 27834 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 134591 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 3 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 38007 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 2 | 20312 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 3 | 11967 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 3 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 9410 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 25000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 59601 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 3 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | ANGELA LUTTERMAN |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | APRIL FERRELL |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 3 | SANDRA GARCIA |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | IWI CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TREASURER (THROUGH JUNE 2024) |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 2 | IW FOUNDATION EXECUTIVE DIRECTOR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 3 | TREASURER (AS OF JULY 2024) |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 3 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 2 | 232852 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 3 | 184220 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION, INVESTMENTS AND WEALTH INSTITUTE. THE RELATED ORGANIZATION USES THE FOLLOWING TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE CORPORATION SHALL HAVE ONE VOTING MEMBER AS THAT TERM IS USED IN THE ACT AND SHALL HAVE NO CAPITAL STOCK. THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, D/B/A INVESTMENT & WEALTH INSTITUTE, A COLORADO NONPROFIT CORPORATION EXEMPT FROM TAXATION UNDER 501(C)(6) OF THE CODE, SHALL BE THE SOLE VOTING MEMBER (VOTING MEMBER) OF THE CORPORATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | WHENEVER A VACANCY OCCURS ON THE BOARD OF DIRECTORS BY REASON OF DEATH, RESIGNATION, INCAPACITY, REMOVAL OR OTHERWISE, SUCH VACANCY MAY BE FILLED BY THE VOTING MEMBER. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE VOTING MEMBER. THE OFFICERS OF THE CORPORATION SHALL BE APPOINTED ANNUALLY BY THE VOTING MEMBER. ANY OFFICER ELECTED OR APPOINTED BY THE VOTING MEMBER MAY BE REMOVED BY THE VOTING MEMBER WHENEVER IN ITS JUDGMENT THE BEST INTERESTS OF THE CORPORATION WOULD BE SERVED THEREBY; BUT SUCH REMOVAL SHALL BE WITHOUT PREJUDICE TO THE CONTRACT RIGHTS, IF ANY, OF THE OFFICER SO REMOVED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE BOARD OF DIRECTORS MAY AMEND THE BYLAWS AT ANY TIME TO ADD, CHANGE, OR DELETE A PROVISION, PROVIDED, HOWEVER, THAT THE VOTING MEMBER SHALL HAVE THE RIGHT TO APPROVE ANY SUCH ADDITION, CHANGE OR DELETION AND THE BYLAWS MAY ONLY BE AMENDED IN A MANNER WHICH WOULD NOT DISQUALIFY THE CORPORATION UNDER 501(C)(3) OF THE CODE. THE MEMBER MAY ALSO ALTER, AMEND OR REPEAL IN WHOLE OR IN PART, THE ARTICLES OF INCORPORATION IN A MANNER WHICH WOULD NOT DISQUALIFY THE CORPORATION UNDER 501(C)(3) OF THE CODE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FORM 990 IS REVIEWED BY THE CEO, TREASURER AND CFO BEFORE FILING. THE FORM 990 IS THEN FURNISHED TO THE BOARD OF DIRECTORS UPON WHICH THEY HAVE THE OPPORTUNITY TO REVIEW AND ASK QUESTIONS BEFORE THE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE FOUNDATION FOLLOWS IWI CONFLICT OF INTEREST POLICY. NEWLY ELECTED BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE. EACH BOARD MEETING INCLUDES AN AGENDA ITEM WHERE THE BOARD OF DIRECTORS ARE ASKED IF THERE HAVE BEEN ANY CHANGES TO THEIR CONFLICT OF INTEREST DISCLOSURE. IF SO, A NEW CONFLICT OF INTEREST DISCLOSURE WOULD BE SIGNED. IT IS THE RESPONSIBILITY OF THE CONFLICTED PARTIES IMMEDIATE SUPERVISOR AND GENERAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS. ALL DETERMINATIONS ARE DOCUMENTED IN THE ORGANIZATIONS MINUTES. IF THE INTERESTED PARTY IS FOUND TO HAVE A CONFLICT OF INTEREST, THEY ARE NOT ALLOWED TO PARTICIPATE IN ANY DISCUSSION OR DECISION MAKING REGARDING THEIR CONFLICT OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | FUNDRAISING EXPENSE 2,798. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
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