Civic Intelligence

Richard Myles Johnson Foundation

990 • Fiscal year 2021 • EIN 95-6141173

Oct 01, 2020 to Sep 30, 2021 • Filed on Mar 17, 2022

Organization ProfileWWW.RMJFOUNDATION.ORG
2855 E Guasti Road No 202Ontario, CA 91761-1250

(800) 472-1702

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.26x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

35th percentile

3.6%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$153,951

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

49th percentile

9.0%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

44%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$667,084

Up $54,978 (+9.0%) from 2020

Net Assets

Up

$551,902

Up $16,124 (+3.0%) from 2020

Liabilities

Up

$115,182

Up $38,854 (+51%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin35th percentile

Revenue

Up

$445,414

Up $135,849 (+44%) from 2020

Expenses

Up

$429,290

Up $59,167 (+16%) from 2020

Net Income

Up

$16,124

Up $76,682 (+127%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$667,084
Liabilities$115,182
Net Assets$551,902
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$445,414
Expenses$429,290
Net Income$16,124
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Mar 17, 2022
Return Version
2020v4.2
Gross Receipts
$502,782
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$491,354$540,050▲ $48,696
Savings and Temporary Cash Investments$100,918$101,191▲ $273
Prepaid Expenses and Deferred Charges$4,124$22,854▲ $18,730
Accounts Receivable$14,957$2,898▼ $12,059
Land, Buildings, and Equipment, Net$753$91▼ $662
Total Assets$612,106$667,084▲ $54,978
Liabilities
Deferred Revenue$54,375$58,953▲ $4,578
Accounts Payable and Accrued Expenses$21,953$56,229▲ $34,276
Total Liabilities$76,328$115,182▲ $38,854
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$446,685$462,809▲ $16,124
Net Assets With Donor Restrictions$89,093$89,093→ $0
Total Net Assets Fund Balance$535,778$551,902▲ $16,124
Total Liabilities and Net Assets / Fund Balance$612,106$667,084▲ $54,978

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$91$100,152$100,243
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Kevin PoseyBoard Chairman
Dana SchullerBoard Vice Chair
Beth DooleyDirector
Chris GunnareDirector
Dave AdamsDirector
Diana DykstraDirector
Donna Dyer-bischoffDirector
Herieddie GarciaDirector
Jon HernandezDirector
Ray MeslerDirector
Sarah SzilagyiDirector
Veronica DangerfieldDirector
Tena LozanoExecutive Director
Rob GreaffSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,539
Program Service Revenue
$112,475
Investment Income
$2,734
Other Revenue
$22,666
All Other Contributions
$215,089
Change in Net Assets
$16,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$502,784
Revenue Not Reported on Financial Statements
$-57,370
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-57,370
Total Revenue per Audited Statements
$502,784
Total Revenue per Form 990
$445,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$234,925
Other Expenses$192,915
Grants and Similar Amounts Paid$1,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$123,717-$123,717
Other Salaries and Wages-$59,790-$59,790
Advertising$58,897$800-$59,697
Fees for Services Management-$35,875-$35,875
Other Employee Benefits-$30,339-$30,339
Payroll Taxes-$13,833-$13,833
Fees for Services Accounting-$11,850-$11,850
Office Expenses-$9,198-$9,198
Pension Plan Contributions-$7,246-$7,246
Occupancy-$3,284-$3,284
Grants to Domestic Orgs$1,450--$1,450
Other Expenses$184,920$959-$959
Depreciation Depletion$662--$662
Travel-$118-$118
Total Functional Expenses$297,704$131,586$0$429,290

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$486,660
Expenses per Audited Statements$429,290
Total Expenses per Form 990$429,290
Expenses Not Reported on Form 990$57,370
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,034
Fundraising Direct Expenses$57,368
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$121,858$75,858$7,950$67,908
Cu Train$10,150$6,250$160$6,090
Total Events$172,484$80,034$57,368$22,666
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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 has a management service agreement with california league services corporation (clsc), a subsidary of california credit union league (ccul), that includes management personnel, accounting and information technology services. The foundation's executive director, tena lozano, is an employee of ccul, an unrelated organization. Tena lozano's compensation from ccul for her role as the executive director of the 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 202, ONTARIO, CA 91761-1250

Signing Officer

Name
Tena Lozano
Title
Executive Director
Phone
8004721702
Signed
2022-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tena Lozano
Formed
1958
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There has been no change in either the oversight process for the audit/review of the financial statements or the selection process for the independent accountant during the tax year.”

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 foundation had no unrelated business income for the year ended september 30, 2021 and nine months ended september 30, 2020. The foundation files 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising - special event expenses -57,370.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising - special event expenses 57,370.”

Raw XML AppendixShowing 400 of 521 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/LandBldgEquipCostOrOtherBssAmt0100243
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0535778
IRS990/NetAssetsOrFundBalancesEOYAmt0551902
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022666
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022666
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0446685
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0462809
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt03284
IRS990/OccupancyGrp/TotalAmt03284
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09198
IRS990/OfficeExpensesGrp/TotalAmt09198
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030339
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030339
IRS990/OtherExpensesGrp/Desc0BITE OF REALITY APP EXP
IRS990/OtherExpensesGrp/Desc1GRANT/PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2PROGRAM AWARENESS MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0-165423
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1959
IRS990/OtherExpensesGrp/ProgramServicesAmt051775
IRS990/OtherExpensesGrp/ProgramServicesAmt1184920
IRS990/OtherExpensesGrp/TotalAmt051775
IRS990/OtherExpensesGrp/TotalAmt119497
IRS990/OtherExpensesGrp/TotalAmt2959
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059790
IRS990/OtherSalariesAndWagesGrp/TotalAmt059790
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013833
IRS990/PayrollTaxesGrp/TotalAmt013833
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07246
IRS990/PensionPlanContributionsGrp/TotalAmt07246
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022854
IRS990/PrincipalOfficerNm0TENA LOZANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541511
IRS990/ProgramServiceRevenueGrp/Desc0APPLICATION CUSTOMIZAT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0112475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0112475
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0157010
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0420
IRS990/PYInvestmentIncomeAmt06422
IRS990/PYOtherExpensesAmt0369703
IRS990/PYOtherRevenueAmt024728
IRS990/PYProgramServiceRevenueAmt0121405
IRS990/PYRevenuesLessExpensesAmt0-60558
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0370123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0309565
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016124
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101191
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION CHANGED ITS ACCOUNTING AND TAX PERIOD FROM CALENDAR YEAR TO FISCAL YEAR ENDING SEPTEMBER 30TH AS OF SEPTEMBER 30, 2020 FOR MANAGEMENT PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0315539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0417519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0377047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0448366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01715481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03298
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029790
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029790
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt048876
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt046940
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041741
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0197137
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75600
IRS990ScheduleA/PublicSupportPY170Pct00.70240
IRS990ScheduleA/PublicSupportTotal170Amt01474471
IRS990ScheduleA/SubstantialContributorsTotAmt0241010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0315539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0417519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0377047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0448366
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01715481
IRS990ScheduleA/TotalSupportAmt01950462
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/EquipmentGrp/BookValueAmt091
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100152
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0100243
IRS990ScheduleD/ExpensesNotReportedAmt057370
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0429290
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt057370
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-57370
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-57370
IRS990ScheduleD/RevenueSubtotalAmt0502784
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 FOUNDATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2021 AND NINE MONTHS ENDED SEPTEMBER 30, 2020. THE FOUNDATION FILES 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/ExplanationTxt1FUNDRAISING - SPECIAL EVENT EXPENSES -57,370.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING - SPECIAL EVENT EXPENSES 57,370.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt091
IRS990ScheduleD/TotalExpensesPerForm990Amt0429290
IRS990ScheduleD/TotalRevenuePerForm990Amt0445414
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0502784
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0486660
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt092450
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt046000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt042550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057368
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CU TRAIN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03313
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0121858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0172484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0-2074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022666
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03183
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03183
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02079
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt030250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt010433
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt040683
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,084
Liabilities
$115,182
Net assets
$551,902
Revenue
$445,414
Expenses
$429,290
Net income
$16,124
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