SHANTA FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHANTA FOUNDATION INC (EIN 20-4246752)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-11
- IRS object ID
- 202540709349300749
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-11T14:45:51-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jamie Matthews CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2996 | AddressLine1Txt |
| City | Durango | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204246752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shanta Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1603 | AddressLine1Txt |
| City | Durango | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis Griffith | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 9707491198 | PhoneNum |
| Signature | 2024-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jamie Matthews | PreparerPersonNm |
| PTIN | P01899878 | PTIN |
| Phone | 9704608575 | PhoneNum |
| Preparation | 2025-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $738,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.shantafoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | To partner with underserved rural villages in Myanmar and Zambia to develop healthy communities. Through a collaborative process, we empower local leadership to make effective, sustainable change focusing on education, quality health care, and economic opportunities | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $663,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $662,681 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,720 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,820 | PYOtherRevenueAmt |
| CY Other Revenue | $7,145 | CYOtherRevenueAmt |
| PY Total Revenue | $684,028 | PYTotalRevenueAmt |
| CY Total Revenue | $692,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $263,267 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $303,660 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $211,951 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $275,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,140 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,645 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $80,171 | PYOtherExpensesAmt |
| CY Other Expenses | $114,234 | CYOtherExpensesAmt |
| PY Total Expenses | $559,529 | PYTotalExpensesAmt |
| CY Total Expenses | $693,653 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $124,499 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $788,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,787,469 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $746,631 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,684,081 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To partner with underserved rural villages in Myanmar and Zambia to develop healthy communities. Through a collaborative process, we empower local leadership to make effective, sustainable change focusing on education, quality health care, and economic opportunities | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $342,879 | ExpenseAmt |
| Grant | $177,299 | GrantAmt |
| Desc | Village Development Project MyanmarShanta Foundation is pioneering a holistic, community-led, sustainable development model (Village Partnership Model VPM) that equips local people to permanently solve local problems; this approach fosters independency rather than dependency. Moreover, by placing local villagers in control of the partnership, the vestiges of colonialism (so ubiquitous in how international development is commonly implemented) are erased and the voices, choices, and sovereignty of local people are centered in the project design.When Shanta partners with a village (usually for six years), we begin by facilitating a process whereby the entire village elects a Village Development Team that will design and oversee the implementation of their villages development path. Our approach is not prescriptive. Rather, we believe that the villagers themselves know their context, complete with its opportunities, resources, and challenges, better than we ever will. As such, we facilitate a process whereby the villagers set their development priorities, actually choosing what projects will or wont be pursued. The VDT leads this work and begins by establishing a community bank. The community bank offers low interest loans to villagers, and they usually borrow to buy agricultural inputs. This accomplishes two things: first, each family s farming efforts are more profitable because their cost of capital is usually cut in half; second, with each successive loan cycle interest accumulates in the community bank, eventually growing to the point that villagers can withdraw money the funds needed to implement a new project or maintain an existing project.Once these core projects are established, we offer villagers a menu of additional projects (alternate agriculture, womens empowerment, clean water, school improvement teacher housing, healthcare, etc.), but villagers can also choose projects that are not It is their village, so the choices are 100% theirs to make.These are some of our accomplishments in Myanmar in 2024:In 2024, Shanta began four new village partnerships, and 105 projects from 19 different project types were implemented across 17 villages in Southern Shan State, Myanmar. These 19 project types fall under five main programs: Leadership, Womens Empowerment, Education and Health, Income Generation, and Infrastructure programs.Approximately 130 households and 6500 in population were beneficiaries of 2024 annual projects and programs.In both regions, there are approximately 179 Village Development Team members (~67 women and ~112 men). All of these VDT members volunteer their time, energy, and commitment to various projects. VDT meetings are held three times a year on average in each village. In 2024, project teams can help VDT improve in the following areas: oTransparency in information, finances, and action plansoInvolvement of all villagers in decision-making for priority selection and problem-solving.oEnhancing womens leadership participation and self-confidence among female leadersoAdding new members and supervision, along with leading other village development projectsoCoordination between VDT and village leadership in project management, as well as coordination with the local authority.The Community Bank (revolving fund) was established in five new partnership villages and the total fund in all 15 villages exceeds $55,000. The funds growth varies by village due to payment pattern, interest rate, receiving an additional extension of the fund, and using interest for village development activities. A minimum of 3% to a maximum of 41% of interest has been used for village development activities such as building schools, school maintenance and purchasing school furniture, teacher house maintenance, and purchasing school furniture, teacher house maintenance, village road repair, water system repair, and adding new books to the school library.Under the Women Empowerment Program, (1) Women Self-Help Group (SHG) project, (2) Women Group Discussion about Child Nutrition & Immunization, and Reproductive Health Knowledge sharing, and (3) Women Group Business projects were accomplished, which benefited women in 17 villages.oThe SHG saving project has been instrumental in empowering women in various communities. Currently, 20% of SHG members actively participate in village development teams, health committees, Community-Based Disaster Risk Reduction (CBDRR), rice banks, scholarship programs, pig farming, community banking, accounting, finance, meeting note-taking, auditing, and village health education. oIn Southern Shan State, Shanta provided technical assistance for small business management. They coached several SHGs in developing business plans and supported each group with ~$1,000. There are eight self-help groups in both townships, and 114 women participate in small businesses. Three out of the eight groups are doing group businesses with their own funds without support from Shanta.oThere are 8 group businesses and two individual businesses. Four group businesses have already started generating profits in a short period of time, while the individual and the remaining 3 group businesses are still in the investment process. The 8 SHG group members possess knowledge of small business management, profit generation, and investment fund management. They also maintain proper records of their businesses. Moreover, doing business together promotes group harmony, transparency, and lively discussions among the members. For Income Generation & Economic Development, (1) the Soy Bean project, (2) the Ginger project, and (3) the Pig Farming project were accomplished in several villages and benefited over 400 people. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $249,545 | ExpenseAmt |
| Grant | $126,361 | GrantAmt |
| Desc | Village Development Project ZambiaZambia is our newest operational area and has four active village partnerships. We are currently implementing our Village Partnership Model (VPM) there in a similar fashion as we do in Myanmar. The difference is that we are intentionally adapting it to better fit the village context in southern Zambia. For example, child marriage is a significant problem in Zambia and contributes to a host of other social ills like extreme poverty, gender-based violence, high drop-out rates, etc. As such, and at the behest of our village partners, this issue has been centered in the Zambian adaptation of our VPM. Similar to Myanmar, in Zambia Shanta Foundation is pioneering a holistic, community-led, sustainable development model that equips local people to permanently solve local problems; this approach fosters independency rather than dependency. When Shanta partners with a village (usually for six years), we begin by facilitating a process whereby the entire village elects a Village Development Team (VDT) that will design and oversee the implementation of their villages development path. Out approach is not prescriptive. Rather, we believe that the villagers themselves know their context, complete with its opportunities, resources, and challenges, better than we ever will. As such, we facilitate a process whereby the villagers set their development priorities, actually choosing what projects will or wont be pursued. The VDT leads this work and begins by establishing a community bank. The community bank offers low interest loans to villagers, and they usually borrow to buy agricultural inputs. This accomplishes two things: first, each family s farming efforts are more profitable because their cost of capital is usually cut in half; second, with each successive loan cycle interest accumulates in the community bank, eventually growing to the point that villagers can withdraw money the funds needed to implement a new project or maintain an existing project.Once these core projects are established, we offer villagers a menu of additional projects (alternate agriculture, womens empowerment, clean water, school improvement, teacher housing, healthcare, etc.), but villagers can also choose projects that are not on this list. It is their village, so the choices are 100% theirs to make.These are a few of our accomplishments in Zambia in 2024:In 2023, Shanta Foundation partnered with Peoples Action Forum (PAF) and initiated village-based community-led development projects in the Siyowi region of Mazabuka to promote the development and empowerment of the local communities. In 2024, these projects are being executed in four villages: Nachili, Siyowi, Mpasu, and Kabanje. There are over 200 households spread across these four villages. After May 2023, a six-year partnership process was established, and the community selected 40+ village development team members, including men and women. The leadership project and Community Bank project were also established in 2023. This work has continued and expanded in 2024. Now we have four partner villages, and we will add a fifth in 2025.The Community Bank (CB) is a core community-led development project being implemented in Siyowi as part of the PAF/Shanta initiative. It was launched in June 2023 to prepare and disburse loans to community members. Shanta contributed $8,000, and the villages contributed $2,400 to establish four community banks. To be specific, we launched three in 2023 (Siyowi, Kabanje, and Nachili) and added a fourth in 2024 (Mapsu).The project directly benefits 200+ households and indirectly benefits 1000+ people through loans managed by village development teams. In the first year of the Community Bank, it was able to reach 88% which provided the opportunity to lend.The borrowers borrowed to invest in livestock such as goats, cows, and Chickens, farming investments, bicycles, and solar panels. The beneficiaries who received loans from the CB are now able to make profits from their businesses, which was previously difficult due to minimal capital. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sustainable Development Partnership with the Village Aid Project (VAP) at Fort Lewis CollegeShanta Foundation continues to work closely with VAP to bring water, road, bridges, and sanitation solutions to remote villages. VAP is a collective of FLC engineering students, engineering faculty, and other community members in Durango, Colorado. Relying on Shantas village selection process, VAP slots into Shantas more holistic model by bringing funding and expertise to bear on difficult infrastructure problems. In return, Shantas provides an overarching sustainability framework, ensuring that villagers are trained, equipped and empowered to contribute time and money to project implementation and project administration and maintenance. Given the ubiquity of abandoned or broken development projects, Shanta and VAP are perfect partners. VAP brings the technical expertise needed to address critical infrastructure needs, and Shanta organizes the village to invest in and maintain these projects.This year, Shanta and VAP will be implementing a large infrastructure project in Zambia. The project will include two borehole wells, a residential water distribution system, and two bridges. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $592,424 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Matthews CPA | PersonNm |
| Phone | 9707491198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2996 | AddressLine1Txt |
| City | Durango | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| Dennis Griffith | ||||||||
| Executive Director | 40.00 | 0.00 | Yes (X) | Yes (X) | $133,722 | $0 | $3,534 | |
| Tapati Dutta | ||||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tami Duke | ||||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Meg Foley | ||||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Hoffman | ||||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anna Pool | ||||||||
| Director | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Arlen Weiner | ||||||||
| Director | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Zachary Ray | ||||||||
| Co-Chair | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mark Harmon | ||||||||
| President | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David Peters | ||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,722 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,534 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $1,600 | FundraisingAmt |
| All Other Contributions | $661,081 | AllOtherContributionsAmt |
| Noncash Contributions | $29,336 | NoncashContributionsAmt |
| Total Contributions | $662,681 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,720 | TotalRevenueColumnAmt |
| Exclusion | $22,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,332 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,187 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,145 | TotalRevenueColumnAmt |
| Exclusion | $7,145 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,865 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,660 | TotalAmt |
| Program Services | $303,660 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,726 | TotalAmt |
| Program Services | $120,581 | ProgramServicesAmt |
| Management And General | $22,609 | ManagementAndGeneralAmt |
| Fundraising | $7,536 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,468 | TotalAmt |
| Program Services | $64,806 | ProgramServicesAmt |
| Management And General | $20,789 | ManagementAndGeneralAmt |
| Fundraising | $8,873 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,417 | TotalAmt |
| Program Services | $6,364 | ProgramServicesAmt |
| Management And General | $1,490 | ManagementAndGeneralAmt |
| Fundraising | $563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,148 | TotalAmt |
| Program Services | $16,746 | ProgramServicesAmt |
| Management And General | $3,920 | ManagementAndGeneralAmt |
| Fundraising | $1,482 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,861 | TotalAmt |
| Management And General | $12,861 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,865 | TotalAmt |
| Program Services | $14,292 | ProgramServicesAmt |
| Management And General | $2,680 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,623 | TotalAmt |
| Program Services | $17,359 | ProgramServicesAmt |
| Management And General | $3,255 | ManagementAndGeneralAmt |
| Fundraising | $1,009 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,496 | TotalAmt |
| Program Services | $10,798 | ProgramServicesAmt |
| Management And General | $2,024 | ManagementAndGeneralAmt |
| Fundraising | $674 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,818 | TotalAmt |
| Program Services | $37,818 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325 | TotalAmt |
| Fundraising | $325 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Bank fees | $3,816 | $3,816 | |
| Website | $474 | $474 | |
| Board expense and insurance | $5,956 | $5,956 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,653 | TotalAmt |
| Program Services | $592,424 | ProgramServicesAmt |
| Management And General | $75,584 | ManagementAndGeneralAmt |
| Fundraising | $25,645 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,727 | BOYAmt |
| EOY | $137,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $217,509 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148 | BOYAmt |
| EOY | $892,854 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,825 | BOYAmt |
| EOY | $61,027 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,650 | BOYAmt |
| EOY | $71,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,145 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,518 | BOYAmt |
| EOY | $406,125 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $675 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,868 | BOYAmt |
| EOY | $1,787,469 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,237 | BOYAmt |
| EOY | $103,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,237 | BOYAmt |
| EOY | $103,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,733 | BOYAmt |
| EOY | $499,326 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,898 | BOYAmt |
| EOY | $1,184,755 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,631 | BOYAmt |
| EOY | $1,684,081 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,868 | BOYAmt |
| EOY | $1,787,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,407 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $929,150 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $665,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $661,082 | CurrentTaxYearAmt |
| Total | $3,145,990 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $665,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $661,082 | CurrentTaxYearAmt |
| Total | $3,145,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,033,038 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,112,952 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,720 | CurrentTaxYearAmt |
| Total | $53,251 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,199,241 | TotalSupportAmt |
| Public Support CY170 | 0.66050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,772 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,161 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $36,933 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,598 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,174 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $33,772 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,004 | BeginningYearBalanceAmt |
| Contributions | $1,690 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,096 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,598 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,596 | BeginningYearBalanceAmt |
| Contributions | $1,300 | ContributionsAmt |
| Investment Earnings Or Losses | $5,108 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,004 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,422 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,826 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,596 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,145 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,145 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | rent deposit | Desc |
| Book Value | $675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $675 | TotalBookValueOtherAssetsAmt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| East Asia and the Pacific | Health & Livelihood | $177,299 |
| Sub-Saharan Africa | health and livelihood | $126,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Insight Trip | Event1Nm |
| Gross Receipts Event1 | $48,843 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $48,843 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $42,253 | OtherDirectExpensesEvent1Amt |
| Event2 | Fundraisers | Event2Nm |
| Gross Receipts Event2 | $6,089 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,089 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,934 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $54,932 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $54,932 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,187 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,745 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis Griffith | PersonNm |
| Relationship With Org | Executive Director | RelationshipWithOrgTxt |
| Loan Purpose | Downpayment Asst | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $65,000 | OriginalPrincipalAmt |
| Balance Due | $61,027 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $61,027 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,336 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | All board members are given copies of the draft Form 990 and accompanying schedules to review. They are encouraged to ask questions. The draft Form 990 is discussed and approved in a board meeing prior to filing. |
| Conflict of interest policy compliance Part VI line 12c | Board members review and certify understanding and compliance by signing the conflict of interest policy when they join the board. Annually, the policy is reviewed at a board meeting and the board members are required to initial and recertify that they are in compliance. Additionally, if and when such a conflict arises, the member must report the conflict to the Board President withing five days. The President consults the board to determine if any action is needed to minimize the conflict. During this time, the members authority and participation are determined by the board through open discussion, until a decision is made regarding the conflict. |
| CEO executive director top management comp Part VI line 15a | Compensation of the executive director is discussed at least twice per year, during board meetings. Data considered when determining compensation includes job description, qualifications of staff memer, comparable salaries in the region, and cost of living. |
| Governing documents etc available to public Part VI line 19 | The Shanta Foundation offers to receive requests via telephone, mail, or electronic mail for copies of its Form 990, governing documents, conflict of interest policy, document retention policy, and summary financial statements. Such requests are honored with either paper or electronic read-only copies. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Pledges were recorded on cash basis prior to fiscal year 2024. Management follows GAAP for all other accounting decisions, as such, management recorded future pledge payments from prior periods to increase transparency in financial reporting. |
Comments