Civic Intelligence

Ahtna Heritage Foundation

EIN 92-0114292 • 501(c)3 • Glenallen, AK

Profile

SEE SCHEDULE 0

PO Box 213Glenallen, AK 99588

www.ahtnaheritagefoundation.com

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

63rd percentile

9.0%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$548,931

Up $45,342 (+9.0%) from 2018

Liabilities

Up

$6,170

Up $821 (+15%) from 2018

Net Assets

Up

$542,761

Up $44,521 (+8.9%) from 2018

Revenue

Down

$226,069

Down $55,748 (-20%) from 2018

Expenses

Down

$236,479

Down $88,385 (-27%) from 2018

Net Income

Up

-$10,410

Up $32,637 (+76%) from 2018

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $337,116Liabilities 2010: $9,262Net Assets 2010: $327,8542010Assets 2011: $587,251Liabilities 2011: $132,050Net Assets 2011: $455,2012011Assets 2012: $658,995Liabilities 2012: $131,758Net Assets 2012: $527,2372012Assets 2013: $789,319Liabilities 2013: $10,551Net Assets 2013: $778,7682013Assets 2014: $800,874Liabilities 2014: $27,978Net Assets 2014: $772,8962014Assets 2015: $681,413Liabilities 2015: $3,399Net Assets 2015: $678,0142015Assets 2016: $699,668Liabilities 2016: $217Net Assets 2016: $699,4512016Assets 2017: $600,275Liabilities 2017: $3,932Net Assets 2017: $596,3432017Assets 2018: $503,589Liabilities 2018: $5,349Net Assets 2018: $498,2402018Assets 2019: $548,931Liabilities 2019: $6,170Net Assets 2019: $542,7612019

Highlighted filing

2019

Assets$548,931
Liabilities$6,170
Net Assets$542,761

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $730,5312010Expenses 2011: $981,3112011Expenses 2012: $858,1182012Revenue 2013: $776,813Expenses 2013: $590,147Net Income 2013: $186,6662013Revenue 2014: $561,687Expenses 2014: $555,856Net Income 2014: $5,8312014Revenue 2015: $415,737Expenses 2015: $510,619Net Income 2015: -$94,8822015Revenue 2016: $272,879Expenses 2016: $280,818Net Income 2016: -$7,9392016Revenue 2017: $168,845Expenses 2017: $328,172Net Income 2017: -$159,3272017Revenue 2018: $281,817Expenses 2018: $324,864Net Income 2018: -$43,0472018Revenue 2019: $226,069Expenses 2019: $236,479Net Income 2019: -$10,4102019

Highlighted filing

2019

Revenue$226,069
Expenses$236,479
Net Income-$10,410

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$370,062
Mission and Program Overview

Mission

SEE SCHEDULE 0

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$440,608$383,810▼ $56,798
Cash and Non-Interest-Bearing Accounts$40,034$148,567▲ $108,533
Pledges and Grants Receivable$19,319$13,961▼ $5,358
Land, Buildings, and Equipment, Net$2,586$1,551▼ $1,035
Savings and Temporary Cash Investments$967$967→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$503,589$548,931▲ $45,342
Other Assets Total$75$75→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,349$6,170▲ $821
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,349$6,170▲ $821
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$498,240$542,761▲ $44,521
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$498,240$542,761▲ $44,521
Total Liabilities and Net Assets / Fund Balance$503,589$548,931▲ $45,342

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,551$6,287$7,838

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$440,608-▲ $78,766$130,000$383,810
2018$519,640-▼ $22,602$50,000$440,608
2017$453,112-▲ $72,884-$519,640
2016$429,592-▲ $29,407-$453,112
2015$428,858-▲ $6,649-$429,582
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anna Bell-handProject DirectorFT$60,112$60,112

Board Members and Trustees

NameTitle
Linda PeteChair
Dorothy ShinnVice Chair
Agnes DennyBoard Member
Ann MaximBoard Member
Mary Ella HicksBoard Member
Miranda MoranBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$199,221
Program Service Revenue
$0
Investment Income
$26,260
Other Revenue
$588
All Other Contributions
$66,963
Change in Net Assets
$-10,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$108,941
Other Expenses$72,760
Grants and Similar Amounts Paid$54,778
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,112--$60,112
Grants to Domestic Individuals$54,778--$54,778
Other Salaries and Wages$12,945$25,353-$38,298
Travel$19,772--$19,772
Fees for Services Accounting-$9,907-$9,907
Payroll Taxes$6,083$2,249-$8,332
Fees for Service Investment Mgmnt Fees$5,564--$5,564
Insurance-$5,148-$5,148
Occupancy$4,348--$4,348
Other Employee Benefits$1,659$540-$2,199
Depreciation Depletion$1,035--$1,035
Other Expenses$1,030$558$0$1,030
Advertising-$195-$195
Office Expenses$25$30-$55
Total Functional Expenses$187,924$48,555$0$236,479
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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 11B:

Upon receiving the completed 990 return prepared by our accountants, the project director and the office manager/bookkeeper review the financial documents compared to the tax return for the appropriate year. Once it is verified that the return is accurately represented, the project director approves the 990 for completion and authorizes it to be electronically filed by the accountants.

FORM 990, PART VI, LINE 19:

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Ahtna Heritage Foundation
EIN
92-0114292
In Care Of
% TAMARA HAMBY
Phone
9078225778
Address
PO Box 213, Glenallen, AK 99588

Signing Officer

Name
Dorothy Shinn
Title
Vice-CHAIR
Phone
9078225778
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dorothy Shinn
Formed
1986
Legal Domicile
Ak
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
15

Preparer

Firm
Bdo USA Llp
Address
3601 C STREET STE 600, ANCHORAGE, AK 99503
Preparer
Nayyir Rawhani CPA
Phone
9072788878
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

Consistent with the philosophy of the alaska native claims settlement act, the primary goal and objective of the corporation shall be to provide support for the culture, heritage, and community of the alaska native people, particluarly those alaska natives enrolled to the ahtna tribe.

FORM 990, PART III, LINE 1:

Consistent with the philosophy of the alaska native claims settlement act, the primary goal and objective of the corporation shall be to provide support for the culture, heritage, and community of the alaska native people, particluarly those alaska natives enrolled to the ahtna tribe.

Financial Statement Notes

Form 990, Schedule D, Part V, LIne 4:

The endowment was established with donor-stipulated funds that were restricted to be used for future scholarships. Investment income from the endowment is used to provide academic scholarships to Ahtna Tribal shareholders.

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IRS990/OtherExpensesGrp/TotalAmt017796
IRS990/OtherExpensesGrp/TotalAmt17910
IRS990/OtherExpensesGrp/TotalAmt21030
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0588
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0588
IRS990/OtherRevenueTotalAmt0588
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025353
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012945
IRS990/OtherSalariesAndWagesGrp/TotalAmt038298
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02249
IRS990/PayrollTaxesGrp/ProgramServicesAmt06083
IRS990/PayrollTaxesGrp/TotalAmt08332
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019319
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013961
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DOROTHY SHINN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0AHTNA HERITAGE FOUNDATION PROVIDES ONE SCHOLARSHIP PROGRAM: WALTER CHARLEY MEMORIAL SCHOLARSHIP. THE SCHOLARSHIPS ARE FOR COLLEGE STUDENTS, WITH A MAXIMUM OF $2,000 PER SEMESTER, FOR TWO SEMESTERS EACH YEAR. APPLICATION DEADLINES ARE TWICE PER YEAR. A SCHOLARSHIP COMMITTEE MEETS TWICE EACH YEAR TO APPROVE AND DISAPPROVE APPLICANTS. SCHOLARSHIP PROGRAMS ARE BASED ON AHTNA TRIBAL SHARES FOR ELIGIBILITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt054778
IRS990/ProgSrvcAccomActy2Grp/GrantAmt054778
IRS990/ProgSrvcAccomActy3Grp/Desc0AHTNA HERITAGE FOUNDATION RUNS AND MAINTAINS A CULTURAL CENTER. THE CENTER DISPLAYS INTERPRETIVE INFORMATION ABOUT THE AHTNA CULTURE AND HOUSES A LARGE ARCHIVE OF INFORMATION. THE GOAL OF THE CENTER IS TO EDUCATE THE PUBLIC AND AHTNA PEOPLE AS WELL AS MAINTAIN A RECORD FOR FUTURE GENERATIONS. THE CENTER EMPLOYS YOUTH WORKERS IN THE SUMMER AND ALSO IS A VENUE FOR SELLING AHTNA ARTWORK TO THE PUBLIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0246967
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112000
IRS990/PYInvestmentIncomeAmt032455
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt065928
IRS990/PYOtherRevenueAmt02395
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-43047
IRS990/PYSalariesCompEmpBnftPaidAmt0146936
IRS990/PYTotalExpensesAmt0324864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0281817
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10410
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0967
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0246967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0259337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0413153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01256272
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02652
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089084
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02032
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0588
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02125
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014587
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0727
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018027
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44781
IRS990ScheduleA/PublicSupportPY170Pct00.31740
IRS990ScheduleA/PublicSupportTotal170Amt0610540
IRS990ScheduleA/SubstantialContributorsTotAmt0645732
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0246967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0259337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0413153
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01256272
IRS990ScheduleA/TotalSupportAmt01363383
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/CYEndwmtFundGrp/AdministrativeExpensesAmt05564
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0440608
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0383810
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt078766
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0130000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0519640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0440608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0453112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0519640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072884
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05887
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0429592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0453112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05925
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0428858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0429582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06649
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01551
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06287
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07838
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment was established with donor-stipulated funds that were restricted to be used for future scholarships. Investment income from the endowment is used to provide academic scholarships to Ahtna Tribal shareholders.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Schedule D, Part V, LIne 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01551
IRS990ScheduleI/GrantRecordsMaintainedInd0true

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