Civic Intelligence

Richard Myles Johnson Foundation

990 • Fiscal year 2014 • EIN 95-6141173

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

Organization ProfileWWW.RMJFOUNDATION.ORG
2855 E Guasti Road No 600Ontario, CA 91761-1250

(800) 472-1702

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

89th percentile

$102,300

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

21st percentile

-6.6%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-7.4%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$664,126

Down $46,835 (-6.6%) from 2013

Net Assets

Down

$647,694

Down $32,664 (-4.8%) from 2013

Liabilities

Down

$16,432

Down $14,171 (-46%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Down

$224,452

Down $18,050 (-7.4%) from 2013

Expenses

Up

$257,116

Up $38,533 (+18%) from 2013

Net Income

Down

-$32,664

Down $56,583 (-237%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$800K$600K$400K$200K$0Assets 2010: $571,540Liabilities 2010: $12,165Net Assets 2010: $559,3752010Assets 2011: $608,816Liabilities 2011: $8,658Net Assets 2011: $600,1582011Assets 2012: $676,513Liabilities 2012: $20,074Net Assets 2012: $656,4392012Assets 2013: $710,961Liabilities 2013: $30,603Net Assets 2013: $680,3582013Assets 2014: $664,126Liabilities 2014: $16,432Net Assets 2014: $647,6942014Assets 2015: $622,246Liabilities 2015: $28,197Net Assets 2015: $594,0492015Assets 2016: $730,216Liabilities 2016: $120,754Net Assets 2016: $609,4622016Assets 2017: $728,554Liabilities 2017: $24,817Net Assets 2017: $703,7372017Assets 2018: $687,804Liabilities 2018: $32,374Net Assets 2018: $655,4302018Assets 2019: $618,415Liabilities 2019: $22,079Net Assets 2019: $596,3362019Assets 2020: $612,106Liabilities 2020: $76,328Net Assets 2020: $535,7782020Assets 2021: $667,084Liabilities 2021: $115,182Net Assets 2021: $551,9022021Assets 2022: $638,297Liabilities 2022: $79,802Net Assets 2022: $558,4952022Assets 2023: $664,983Liabilities 2023: $107,939Net Assets 2023: $557,0442023Assets 2024: $683,170Liabilities 2024: $103,184Net Assets 2024: $579,9862024

Highlighted filing

2014

Assets$664,126
Liabilities$16,432
Net Assets$647,694
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $245,6542010Expenses 2011: $241,9642011Expenses 2012: $207,6302012Revenue 2013: $242,502Expenses 2013: $218,583Net Income 2013: $23,9192013Revenue 2014: $224,452Expenses 2014: $257,116Net Income 2014: -$32,6642014Revenue 2015: $304,216Expenses 2015: $357,861Net Income 2015: -$53,6452015Revenue 2016: $408,426Expenses 2016: $393,013Net Income 2016: $15,4132016Revenue 2017: $428,149Expenses 2017: $435,727Net Income 2017: -$7,5782017Revenue 2018: $424,477Expenses 2018: $472,784Net Income 2018: -$48,3072018Revenue 2019: $483,522Expenses 2019: $542,616Net Income 2019: -$59,0942019Revenue 2020: $309,565Expenses 2020: $370,123Net Income 2020: -$60,5582020Revenue 2021: $445,414Expenses 2021: $429,290Net Income 2021: $16,1242021Revenue 2022: $477,321Expenses 2022: $470,727Net Income 2022: $6,5942022Revenue 2023: $515,045Expenses 2023: $516,496Net Income 2023: -$1,4512023Revenue 2024: $569,447Expenses 2024: $546,505Net Income 2024: $22,9422024

Highlighted filing

2014

Revenue$224,452
Expenses$257,116
Net Income-$32,664
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
$272,023
Mission and Program Overview

Mission

The richard myles johnson foundation supports the financial education efforts of credit unions with a special focus on youth financial education. Donations are used to fund meaningful youth financial education projects.

Support financial education efforts of credit unions in california and nevada.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$283,103$551,530▲ $268,427
Savings and Temporary Cash Investments$400,000$100,000▼ $300,000
Accounts Receivable$27,858$11,611▼ $16,247
Prepaid Expenses and Deferred Charges$0$985▲ $985
Total Assets$710,961$664,126▼ $46,835
Liabilities
Accounts Payable and Accrued Expenses$19,203$8,632▼ $10,571
Deferred Revenue$11,400$7,800▼ $3,600
Total Liabilities$30,603$16,432▼ $14,171
Net Assets / Fund Balance
Unrestricted Net Assets$514,342$481,368▼ $32,974
Permanently Rstr Net Assets$106,026$106,026→ $0
Temporarily Rstr Net Assets$59,990$60,300▲ $310
Total Net Assets Fund Balance$680,358$647,694▼ $32,664
Total Liabilities and Net Assets / Fund Balance$710,961$664,126▼ $46,835
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tena LozanoExecutive DirectorFT$79,390$22,910$102,300

Board Members and Trustees

NameTitle
Todd LaneChairman
Beth DooleyVice Chairman
Brad HouleDirector
Dana SchullerDirector
Diana DykstraDirector
Donna DyerDirector
Eileen RiveraDirector
Jon HernandezDirector
Kevin PoseyDirector
Kimberly HesterDirector
Patsy Van OuwerkerkDirector
Richard M JohnsonDirector
Rob GreaffDirector
Sarah Canepa BangDirector
Teresa FreebornDirector
Tony BoutelleDirector
Wally MurrayDirector
Hank BarrettSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$232,656
Program Service Revenue
$0
Investment Income
$1,942
Other Revenue
$-10,146
All Other Contributions
$183,156
Change in Net Assets
$-32,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,219
Grants and Similar Amounts Paid$43,897
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$103,850--$103,850
Fees for Services Management-$56,877-$56,877
Grants to Domestic Individuals$32,467--$32,467
Advertising$27,024$989-$28,013
Grants to Domestic Orgs$11,430--$11,430
Travel-$10,413-$10,413
Fees for Services Accounting-$6,837-$6,837
Other Expenses$6,756--$6,756
Office Expenses-$473-$473
Total Functional Expenses$181,527$75,589$0$257,116
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Travis CuVacaville, CA501(c)(14)Community Service Grant$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,071
Fundraising Gross Income$33,631
Gaming Gross Income$3,794
Gaming Direct Expenses$3,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$65,175$17,675$48$17,627
Gala Event$13,206$13,206$2,978$10,228
Total Events$83,131$33,631$44,071$-10,440
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation's executive director, tena lozano, is an employee of california league service corporation (clsc), an unrelated organization. The foundation has a monthly management service agreement with clsc that includes management personnel, accounting and information technology services. Tena lozano's compensation from clsc for her role as the executive director of richard myles johnson foundation has been disclosed in form 990, part vii.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Form 990 will be sent electronically to the board of directors before being filed.”

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

“A conflict of interest policy is reviewed and signed by officers, directors or trustees and key employees, if any, on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Richard Myles Johnson Foundation
EIN
95-6141173
Phone
8004721702
Address
2855 E GUASTI ROAD NO 600, ONTARIO, CA 91761-1250

Signing Officer

Name
Todd Lane
Title
Chairman
Phone
9099808890
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Lane
Formed
1958
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
Cliftonlarsonallen Llp
Address
335 N WILMOT ROAD SUITE 300, TUCSON, AZ 85711
Preparer
Stephen E Livingston CPA
Phone
5207903500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the foundation's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization other than a private foundation under section 509 (a)(1)(a). The organization had no unrelated business income for the years ended december 31, 2014 and 2013. The foundation files the internal revenue service form 990, return of an organization exempt from income tax and a state informational return. The foundation follows the requirements for accounting for uncertain tax positions. The foundation determined that it is not required to record a liability related to uncertain tax positions. The federal and state returns of the foundation for 2013, 2012, and 2011, are subject to examination by the irs and state taxing authorities, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 511 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt049500
IRS990/FundraisingDirectExpensesAmt044071
IRS990/FundraisingGrossIncomeAmt033631
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt03500
IRS990/GamingGrossIncomeAmt03794
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt034397
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032467
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032467
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011430
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011430
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0272023
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01942
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01942
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE RICHARD MYLES JOHNSON FOUNDATION SUPPORTS THE FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS WITH A SPECIAL FOCUS ON YOUTH FINANCIAL EDUCATION. DONATIONS ARE USED TO FUND MEANINGFUL YOUTH FINANCIAL EDUCATION PROJECTS, AS WELL AS TO PROVIDE SCHOLARSHIPS FOR CREDIT UNION STAFF AND VOLUNTEERS TO ATTEND EDUCATIONAL SEMINARS AND CONFERENCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0680358
IRS990/NetAssetsOrFundBalancesEOYAmt0647694
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10440
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10440
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0294
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0294
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt013206
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0473
IRS990/OfficeExpensesGrp/TotalAmt0473
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GRANT/PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt06756
IRS990/OtherExpensesGrp/TotalAmt06756
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0106026
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0106026
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0985
IRS990/PrincipalOfficerNm0TODD LANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAVIS CU -CAL GRANT: PROVIDES FUNDS FOR COLLEGE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0JONES METHODIST CHURCH -FINANCIAL LITERACY BOOT CAMP: YOUTH FINANCIAL LITERACY EFFORTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0256597
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt054323
IRS990/PYInvestmentIncomeAmt02102
IRS990/PYOtherExpensesAmt0164260
IRS990/PYOtherRevenueAmt0-16197
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023919
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0218583
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242502
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-32664
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0400000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0232656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0256597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0270767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0299807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0297772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01357599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01659
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08365
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt061253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt037425
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt022385
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0124020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61920
IRS990ScheduleA/PublicSupportPY170Pct00.57220
IRS990ScheduleA/PublicSupportTotal170Amt0922541
IRS990ScheduleA/SubstantialContributorsTotAmt0435058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0232656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0256597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0270767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0299807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0297772
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01357599
IRS990ScheduleA/TotalSupportAmt01489984
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509 (A)(1)(A). THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013. THE FOUNDATION FILES THE INTERNAL REVENUE SERVICE FORM 990, RETURN OF AN ORGANIZATION EXEMPT FROM INCOME TAX AND A STATE INFORMATIONAL RETURN. THE FOUNDATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE RETURNS OF THE FOUNDATION FOR 2013, 2012, AND 2011, ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044071
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033631
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01504
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04530
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02978
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt026335
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013206
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt039541
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032467
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR PROGRAMS, SEMINARS, AND CONFERENCES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt053
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A

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
$664,126
Liabilities
$16,432
Net assets
$647,694
Revenue
$224,452
Expenses
$257,116
Net income
-$32,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.83$1.03$5.80$5.69$5.47$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.65$1.08$5.57$5.15$5.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.38$0.80$5.58$4.77$4.71$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.67$1.15$5.52$4.45$4.29$0.16
2020Summary only. Only limited summary data is available for this year.$6.12$0.76$5.36$3.10$3.70$0.61
2019Detailed filing. Detailed filing data is available for this year.$6.18$0.22$5.96$4.84$5.43$0.59
2018Detailed filing. Detailed filing data is available for this year.$6.88$0.32$6.55$4.24$4.73$0.48
2017Detailed filing. Detailed filing data is available for this year.$7.29$0.25$7.04$4.28$4.36$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.30$1.21$6.09$4.08$3.93$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.22$0.28$5.94$3.04$3.58$0.54
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.16$6.48$2.24$2.57$0.33
2013Detailed filing. Detailed filing data is available for this year.$7.11$0.31$6.80$2.43$2.19$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.20$6.56$2.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.09$6.00$2.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.12$5.59$2.46