Civic Intelligence

Viking Charities Inc.

990 • Fiscal year 2014 • EIN 95-3542227

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profilewww.vikingcharitiesinc.com
PO Box 293Solvang, CA 93464

(805) 688-6317

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.11x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

9.7%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,507,679

Up $132,966 (+9.7%) from 2013

Net Assets

Up

$1,472,216

Up $170,290 (+13%) from 2013

Liabilities

Down

$35,463

Down $37,324 (-51%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin93rd percentile

Revenue

Up

$334,651

Up $45,925 (+16%) from 2013

Expenses

Down

$138,540

Down $4,945 (-3.4%) from 2013

Net Income

Up

$196,111

Up $50,870 (+35%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,065,572Liabilities 2011: $12,448Net Assets 2011: $1,053,1242011Assets 2012: $1,217,843Liabilities 2012: $73,683Net Assets 2012: $1,144,1602012Assets 2013: $1,374,713Liabilities 2013: $72,787Net Assets 2013: $1,301,9262013Assets 2014: $1,507,679Liabilities 2014: $35,463Net Assets 2014: $1,472,2162014Assets 2015: $1,535,724Liabilities 2015: $48,607Net Assets 2015: $1,487,1172015Assets 2016: $1,662,542Liabilities 2016: $54,369Net Assets 2016: $1,608,1732016Assets 2017: $1,866,681Liabilities 2017: $61,923Net Assets 2017: $1,804,7582017Assets 2018: $1,739,908Liabilities 2018: $56,434Net Assets 2018: $1,683,4742018Assets 2019: $2,004,914Liabilities 2019: $60,348Net Assets 2019: $1,944,5662019Assets 2020: $2,190,546Liabilities 2020: $60,115Net Assets 2020: $2,130,4312020Assets 2021: $2,460,952Liabilities 2021: $76,404Net Assets 2021: $2,384,5482021Assets 2022: $2,144,099Liabilities 2022: $59,828Net Assets 2022: $2,084,2712022Assets 2023: $2,389,305Liabilities 2023: $76,120Net Assets 2023: $2,313,1852023Assets 2024: $4,297,896Liabilities 2024: $69,937Net Assets 2024: $4,227,9592024

Highlighted filing

2014

Assets$1,507,679
Liabilities$35,463
Net Assets$1,472,216
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $449,160Expenses 2011: $136,078Net Income 2011: $313,0822011Revenue 2012: $180,261Expenses 2012: $127,432Net Income 2012: $52,8292012Revenue 2013: $288,726Expenses 2013: $143,485Net Income 2013: $145,2412013Revenue 2014: $334,651Expenses 2014: $138,540Net Income 2014: $196,1112014Revenue 2015: $235,928Expenses 2015: $137,624Net Income 2015: $98,3042015Revenue 2016: $220,808Expenses 2016: $149,235Net Income 2016: $71,5732016Revenue 2017: $240,370Expenses 2017: $186,418Net Income 2017: $53,9522017Revenue 2018: $268,587Expenses 2018: $213,901Net Income 2018: $54,6862018Revenue 2019: $328,527Expenses 2019: $186,346Net Income 2019: $142,1812019Revenue 2020: $201,058Expenses 2020: $121,501Net Income 2020: $79,5572020Revenue 2021: $497,343Expenses 2021: $184,794Net Income 2021: $312,5492021Revenue 2022: $332,502Expenses 2022: $205,030Net Income 2022: $127,4722022Revenue 2023: $299,002Expenses 2023: $240,576Net Income 2023: $58,4262023Revenue 2024: $2,308,723Expenses 2024: $325,082Net Income 2024: $1,983,6412024

Highlighted filing

2014

Revenue$334,651
Expenses$138,540
Net Income$196,111
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$678,699
Mission and Program Overview

Mission

Provide financial assistance for medically related needs of qualified individuals and health care organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,232,990$1,436,375▲ $203,385
Savings and Temporary Cash Investments$105,898$64,283▼ $41,615
Pledges and Grants Receivable$24,126$6,196▼ $17,930
Prepaid Expenses and Deferred Charges$625$625→ $0
Cash and Non-Interest-Bearing Accounts-$200-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,374,713$1,507,679▲ $132,966
Other Assets Total$11,074$0▼ $11,074
Liabilities
Deferred Revenue$23,200$23,400▲ $200
Accounts Payable and Accrued Expenses$43,238$12,063▼ $31,175
Other Liabilities$6,349--
Total Liabilities$72,787$35,463▼ $37,324
Net Assets / Fund Balance
Permanently Rstr Net Assets$798,233$870,761▲ $72,528
Unrestricted Net Assets$-23,287$312,730▲ $336,017
Temporarily Rstr Net Assets$526,980$288,725▼ $238,255
Total Net Assets Fund Balance$1,301,926$1,472,216▲ $170,290
Total Liabilities and Net Assets / Fund Balance$1,374,713$1,507,679▲ $132,966

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,269,893$132,965▲ $88,396$1,443$1,459,909
2013$1,166,146$17,480▲ $120,605-$1,269,893
2012$1,046,373$18,840▲ $115,070-$1,166,146
2011$749,170$333,026▲ $16,352-$1,046,373
2010$592,705$71,244▲ $86,764-$749,170
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Chris NielsenChief
Michael L PetersonSecretary
Dean ElserTreasurer
Rich SaferiteVice Chief
Revenue and Support

Revenue Composition

Contributions and Grants
$186,540
Program Service Revenue
$0
Investment Income
$114,323
Other Revenue
$33,788
All Other Contributions
$156,540
Change in Net Assets
$196,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,406
Grants and Similar Amounts Paid$52,134
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$39,915-$39,915
Grants to Domestic Orgs$28,240--$28,240
Grants to Domestic Individuals$23,894--$23,894
Fees for Services Management-$4,782-$4,782
All Other Expenses-$3,406-$3,406
Other Expenses$2,641$1,914-$1,914
Insurance-$1,667-$1,667
Fees for Services Accounting-$1,496-$1,496
Office Expenses-$103-$103
Total Functional Expenses$82,296$56,244$0$138,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Solvang Friendship HouseSolvang, CA--$21,000
Hidden WingsSolvang, CA--$7,240
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,315
Fundraising Gross Income$3,207
Gaming Direct Expenses$1,089
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Independent review by indiviual governing members.”

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

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Viking Charities Inc
EIN
95-3542227
Phone
8056886317
Address
PO BOX 293, SOLVANG, CA 93464

Signing Officer

Name
Chris Nielsen
Title
Chief
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
44
Independent Board Members
44
Employees
0

Preparer

Firm
Owens Jakkola & Thore Tax Professionals Inc
Address
PO BOX 397, SANTA YNEZ, CA 93460-0397
Preparer
Marc E Owens Ea
Phone
8056886317
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“1099r - reported prior years = -$11282”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Cash to accrual conversion = $555”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Provide legacy funds to generate investemnt income in support the organization's philanthropic purposes.”

Raw XML AppendixShowing 400 of 483 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043238
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012063
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FINANCIAL ASSISTANCE FOR MEDICALLY RELATED NEEDS OF QUALIFIED INDIVIDUALS AND HEALTH CARE ORGANIZATIONS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0156540
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03406
IRS990/AllOtherExpensesGrp/TotalAmt03406
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARC E OWENS
IRS990/BooksInCareOfDetail/PhoneNum08056886317
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03568 SAGUNTO STE H
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA YNEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093460
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt0200
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt039915
IRS990/ConferencesMeetingsGrp/TotalAmt039915
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0186540
IRS990/CYGrantsAndSimilarPaidAmt052134
IRS990/CYInvestmentIncomeAmt0114323
IRS990/CYOtherExpensesAmt086406
IRS990/CYOtherRevenueAmt033788
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0196111
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0138540
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0334651
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt023200
IRS990/DeferredRevenueGrp/EOYAmt023400
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE FINANCIAL ASSISTANCE FOR MEDICALLY RELATED NEEDS OF QUALIFIED INDIVIDUALS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt052134
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01496
IRS990/FeesForServicesAccountingGrp/TotalAmt01496
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt04782
IRS990/FeesForServicesManagementGrp/TotalAmt04782
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1RICH SAFERITE
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL L PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DEAN ELSER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHIEF
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt09315
IRS990/FundraisingGrossIncomeAmt03207
IRS990/GainOrLossGrp/SecuritiesAmt0-582
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt01089
IRS990/GoverningBodyVotingMembersCnt044
IRS990/GrantAmt052134
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt023894
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt023894
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028240
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028240
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0333062
IRS990/GrossReceiptsAmt0678699
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt044
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01667
IRS990/InsuranceGrp/TotalAmt01667
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011282
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0103623
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114905
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01232990
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01436375
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0333644
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt030000
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04870
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04870
IRS990/MissionDesc0PROVIDE FINANCIAL ASSISTANCE FOR MEDICALLY RELATED NEEDS OF QUALIFIED INDIVIDUALS AND HEALTH CARE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01301926
IRS990/NetAssetsOrFundBalancesEOYAmt01472216
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-582
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-582
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6108
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6108
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0-1089
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0-1089
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15094
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0103
IRS990/OfficeExpensesGrp/TotalAmt0103
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt011074
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-10727
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0KID'S CHRISTMAS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BLOOD DRIVE EXPENSES
IRS990/OtherExpensesGrp/Desc3PINS AND PLAQUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02961
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11914
IRS990/OtherExpensesGrp/ProgramServicesAmt027521
IRS990/OtherExpensesGrp/ProgramServicesAmt12641
IRS990/OtherExpensesGrp/TotalAmt027521
IRS990/OtherExpensesGrp/TotalAmt12961
IRS990/OtherExpensesGrp/TotalAmt22641
IRS990/OtherExpensesGrp/TotalAmt31914
IRS990/OtherLiabilitiesGrp/BOYAmt06349
IRS990/OtherRevenueMiscGrp/Desc0ADULT CHRISTMAS
IRS990/OtherRevenueMiscGrp/Desc1MEETINGS
IRS990/OtherRevenueMiscGrp/Desc2SUMMER PARTY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07690
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122905
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt25520
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07690
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122905
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25520
IRS990/OtherRevenueTotalAmt040985
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0798233
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0870761
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024126
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06196
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0625
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0625
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DISADVANTAGED KIDS CHRISTMAS PARTY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027521
IRS990/ProgSrvcAccomActy3Grp/Desc0BLOOD DRIVE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02641
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071820
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt055189
IRS990/PYInvestmentIncomeAmt0108157
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt088296
IRS990/PYOtherRevenueAmt0108749
IRS990/PYRevenuesLessExpensesAmt0145241
IRS990/PYTotalExpensesAmt0143485
IRS990/PYTotalRevenueAmt0288726
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0196111
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105898
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064283
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0186540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0432689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0175993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0938912
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0114323
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0107785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056844
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016472
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027744
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0323168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0114323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0107785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt056844
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027744
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0323168
IRS990ScheduleA/InvestmentIncomeCYPct00.22360
IRS990ScheduleA/InvestmentIncomePYPct00.17590
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt033788
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0107119
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt042372
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0183279
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64960
IRS990ScheduleA/PublicSupportPY509Pct00.70760
IRS990ScheduleA/PublicSupportTotal509Amt0938912
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0432689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0175993
IRS990ScheduleA/Total509Grp/TotalAmt0938912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0334651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0277549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0180261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0449161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0203737
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01445359
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/BoardDesignatedBalanceEOYPct00.40000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04902
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01269893
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0132965
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01459909
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt088396
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01166146
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01269893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0120605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01046373
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt018840
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01166146
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0115070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02487
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0749170
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0333026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01046373
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt049688
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016352
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01543
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0592705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt071244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0749170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt086764
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE LEGACY FUNDS TO GENERATE INVESTEMNT INCOME IN SUPPORT THE ORGANIZATION'S PHILANTHROPIC PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023894
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL EXPENSE ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt07240
IRS990ScheduleI/RecipientTable/CashGrantAmt121000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HIDDEN WINGS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOLVANG FRIENDSHIP HOUSE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0517 ATTERDAG ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1880 FRIENDSHIP LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOLVANG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SOLVANG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093463
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193463
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false

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
$1,507,679
Liabilities
$35,463
Net assets
$1,472,216
Revenue
$334,651
Expenses
$138,540
Net income
$196,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.07$4.23$2.31$0.33$1.98
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.08$2.31$0.30$0.24$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.06$2.08$0.33$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.08$2.38$0.50$0.18$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.06$2.13$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.06$1.94$0.33$0.19$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.06$1.68$0.27$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.80$0.24$0.19$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.61$0.22$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.05$1.49$0.24$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.04$1.47$0.33$0.14$0.20
2013Summary only. Only limited summary data is available for this year.$1.37$0.07$1.30$0.29$0.14$0.15
2012Summary only. Only limited summary data is available for this year.$1.22$0.07$1.14$0.18$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.07$0.01$1.05$0.45$0.14$0.31