Civic Intelligence

Richard Myles Johnson Foundation

990 • Fiscal year 2017 • EIN 95-6141173

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

49th percentile

0.03x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.06x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$150,263

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.2%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.8%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$728,554

Down $1,662 (-0.2%) from 2016

Net Assets

Up

$703,737

Up $94,275 (+15%) from 2016

Liabilities

Down

$24,817

Down $95,937 (-79%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Up

$428,149

Up $19,723 (+4.8%) from 2016

Expenses

Up

$435,727

Up $42,714 (+11%) from 2016

Net Income

Down

-$7,578

Down $22,991 (-149%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$728,554
Liabilities$24,817
Net Assets$703,737
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$428,149
Expenses$435,727
Net Income-$7,578
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$493,405
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$540,095$569,424▲ $29,329
Accounts Receivable$109,729$112,012▲ $2,283
Land, Buildings, and Equipment, Net$76,413$43,665▼ $32,748
Prepaid Expenses and Deferred Charges$3,979$3,453▼ $526
Total Assets$730,216$728,554▼ $1,662
Liabilities
Deferred Revenue$101,853--
Accounts Payable and Accrued Expenses$18,901$24,817▲ $5,916
Total Liabilities$120,754$24,817▼ $95,937
Net Assets / Fund Balance
Unrestricted Net Assets$520,369$503,669▼ $16,700
Temporarily Rstr Net Assets-$110,975-
Permanently Rstr Net Assets$89,093$89,093→ $0
Total Net Assets Fund Balance$609,462$703,737▲ $94,275
Total Liabilities and Net Assets / Fund Balance$730,216$728,554▼ $1,662

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43,665$54,580$98,245
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Hank BarrettBoard Chairman
Teresa FreebornBoard Vice Chairman
Dana SchullerBoard Secretary/treasurer
Beth DooleyDirector
Brad HouleDirector
Diana DykstraDirector
Donna DyerDirector
Eileen RiveraDirector
John CarringtonDirector
John CassidyDirector
Jon HernandezDirector
Kari WilfongDirector
Kevin PoseyDirector
Patsy Van OuwerkerkDirector
Ray MeslerDirector
Rob GreaffDirector
Tim MarriottDirector
Todd LaneDirector
Wally MurrayDirector
Tena LozanoExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$448,366
Program Service Revenue
$0
Investment Income
$3,298
Other Revenue
$-23,515
All Other Contributions
$338,031
Change in Net Assets
$-7,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$344,077
Salaries, Compensation, and Employee Benefits$88,947
Grants and Similar Amounts Paid$2,703
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$59,664$820-$60,484
Other Salaries and Wages-$54,781-$54,781
Conferences and Meetings$49,449--$49,449
Fees for Services Management-$35,000-$35,000
Depreciation Depletion$32,748--$32,748
Other Expenses$30,179--$30,179
Other Employee Benefits-$17,009-$17,009
Travel-$13,259-$13,259
Payroll Taxes-$10,945-$10,945
Occupancy-$9,300-$9,300
Office Expenses-$9,058-$9,058
Fees for Services Accounting-$6,800-$6,800
Pension Plan Contributions-$6,212-$6,212
Grants to Domestic Individuals$2,703--$2,703
Total Functional Expenses$272,543$163,184$0$435,727
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$65,256
Fundraising Gross Income$41,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$104,360$27,025$530$26,495
Cu Train$9,141$6,141$3,180$2,961
Total Events$152,076$41,741$65,256$-23,515
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 credit union league (ccul), a related organization. The foundation has a monthly management service agreement with california league services corporation (clsc) that includes management personnel, accounting and information technology services. Tena lozano's compensation from cccul 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 11B

“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
Hank Barrett
Title
Chairman
Phone
9099808890
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hank Barrett
Formed
1958
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE STE 5000, TUCSON, AZ 85711
Preparer
Lisa Adams
Phone
5207903500
Supplemental Narrative

Additional Explanations

Part XI, Line 8

“During 2017, the foundation determined that it had reported contributions received in advance of the grant year as deferred revenue and not temporarily restricted contribution revenue as of december 31, 2015 and 2016. The opening balances on the financial statements were restated. An adjustment of $101,853 was recorded as a prior period adjustment on the 990.”

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, 2017 and 2016. 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.”

Raw XML AppendixShowing 400 of 531 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
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD VICE CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0110335
IRS990/FundraisingDirectExpensesAmt065256
IRS990/FundraisingGrossIncomeAmt041741
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02703
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02703
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02703
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0493405
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03298
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03298
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt054580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt076413
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043665
IRS990/LandBldgEquipCostOrOtherBssAmt098245
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/NetAssetsOrFundBalancesBOYAmt0609462
IRS990/NetAssetsOrFundBalancesEOYAmt0703737
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-23515
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-23515
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt09300
IRS990/OccupancyGrp/TotalAmt09300
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09058
IRS990/OfficeExpensesGrp/TotalAmt09058
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017009
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017009
IRS990/OtherExpensesGrp/Desc0BITE OF REALITY APP EXP
IRS990/OtherExpensesGrp/Desc1GRANT/PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt097800
IRS990/OtherExpensesGrp/ProgramServicesAmt130179
IRS990/OtherExpensesGrp/TotalAmt097800
IRS990/OtherExpensesGrp/TotalAmt130179
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054781
IRS990/OtherSalariesAndWagesGrp/TotalAmt054781
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010945
IRS990/PayrollTaxesGrp/TotalAmt010945
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06212
IRS990/PensionPlanContributionsGrp/TotalAmt06212
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt089093
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt089093
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03979
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03453
IRS990/PrincipalOfficerNm0HANK BARRETT
IRS990/PriorPeriodAdjustmentsAmt0101853
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0411319
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023663
IRS990/PYInvestmentIncomeAmt02933
IRS990/PYOtherExpensesAmt0284453
IRS990/PYOtherRevenueAmt0-5826
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt015413
IRS990/PYSalariesCompEmpBnftPaidAmt084897
IRS990/PYTotalExpensesAmt0393013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0408426
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-7578
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0448366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0416469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0316642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0256597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01670730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02933
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011685
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt041741
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt047090
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt042664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt037425
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033050
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0201970
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71960
IRS990ScheduleA/PublicSupportPY170Pct00.61910
IRS990ScheduleA/PublicSupportTotal170Amt01355970
IRS990ScheduleA/SubstantialContributorsTotAmt0314760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0448366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0416469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0316642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0256597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01670730
IRS990ScheduleA/TotalSupportAmt01884385
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt043665
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098245
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, 2017 AND 2016. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043665
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0110335
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt077335
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt030000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065256
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CU TRAIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt038575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0152076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041741
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23515
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017697
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021407
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0530
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt043849
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt043849
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02703
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR PROGRAMS, SEMINARS, AND CONFERENCES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$728,554
Liabilities
$24,817
Net assets
$703,737
Revenue
$428,149
Expenses
$435,727
Net income
-$7,578
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