BURN INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BURN INSTITUTE (EIN 23-7260718)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-29
- IRS object ID
- 202422429349301347
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T01:43:08-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953749711 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonnenberg & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5190 Governor Dr 201 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237260718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burn Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Caitlin Cannon | InCareOfNm |
| Business Name Control | BURN | BusinessNameControlTxt |
| Phone | 8585412277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 Aero Drive STE 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Ott | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8585412277 | PhoneNum |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard C Sonnenberg | PreparerPersonNm |
| PTIN | P00287581 | PTIN |
| Phone | 8584575252 | PhoneNum |
| Preparation | 2024-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Ott | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 Aero Drive Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,297,134 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.burninstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Burn Institute is a non-profit health agency dedicated to reducing burn injuries and deaths through fire and burn prevention education, burn survivor support programs and funding of burn care research and treatment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,513,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,192,653 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,875 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,106 | PYOtherRevenueAmt |
| CY Other Revenue | -$28,364 | CYOtherRevenueAmt |
| PY Total Revenue | $1,556,085 | PYTotalRevenueAmt |
| CY Total Revenue | $1,229,931 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $767,858 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $896,178 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $355,024 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $626,911 | PYOtherExpensesAmt |
| CY Other Expenses | $732,507 | CYOtherExpensesAmt |
| PY Total Expenses | $1,394,769 | PYTotalExpensesAmt |
| CY Total Expenses | $1,628,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $161,316 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$398,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,605,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,598,464 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $210,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,370 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,394,360 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,490,094 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our Mission is to educate and inspire our communities to reduce burn injuries and empower those affected by burn trauma. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $568,107 | ExpenseAmt |
| Desc | Community Outreach - The Organization provides school-based and community-based fire and burn prevention education programs in both English and Spanish and distributes fire and burn prevention literature to childcare centers, preschools, grade schools K-6, community health centers, community resource centers, libraries, at health fairs and senior centers in an effort to prevent fire and burn injuries and deaths. The Organizations wildfire prevention and preparation and senior fire and burn prevention programs all provide the public with services that save lives and property through education. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $411,457 | ExpenseAmt |
| Desc | Burn Patient Support - Patient support burn survivor support services include Camp Beyond the Scars for burn-injured children, a retreat for adult burn survivors, a family retreat for burn survivors and their immediate family, scholarship opportunities for adult burn survivors to attend World Burn Congress and teenagers to attend a young adult retreat, emergency housing and transportation for burn survivors and their families for burn care treatment and follow-up clinical visits, and other medical therapies not covered by insurance. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $979,564 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | 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 | false | 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 | false | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Caitlin Cannon | PersonNm |
| Phone | 8585412277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 Aero Drive Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Tessa Haviland | ||||||
| Executive Director | 040.00 | Yes (X) | $109,375 | $0 | $8,380 | |
| Susan Day | ||||||
| Executive Director Term 3/2023 | 040.00 | Yes (X) | $54,591 | $0 | $6,957 | |
| Gerald Davee Esq | ||||||
| Chairman | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David Ott | ||||||
| President | 004.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Chief Robert Pfohl | ||||||
| VP CFO | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Brennon Hope | ||||||
| VP Programs | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jorge Balvaneda | ||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jeff Berend | ||||||
| Board Governance Nominating Committee | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jim Boland | ||||||
| Director at Large | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jim Cunningham | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Matt Ficco | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Nate Fairman | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Dr Jeanne Lee | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Chief Colin Stowell | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Chief Mitch Villalpando | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| George Duardo | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Sarah Booher | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Rachel Freeman | ||||||
| Director | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $163,966 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $15,337 | 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 | $264,564 | FundraisingAmt |
| All Other Contributions | $928,089 | AllOtherContributionsAmt |
| Total Contributions | $1,192,653 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,642 | TotalRevenueColumnAmt |
| Exclusion | $65,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,839 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $264,564 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,203 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,364 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,229,931 | TotalRevenueColumnAmt |
| Exclusion | $65,642 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,303 | TotalAmt |
| Program Services | $89,652 | ProgramServicesAmt |
| Management And General | $26,895 | ManagementAndGeneralAmt |
| Fundraising | $62,756 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,572 | TotalAmt |
| Program Services | $329,194 | ProgramServicesAmt |
| Management And General | $94,354 | ManagementAndGeneralAmt |
| Fundraising | $181,024 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,921 | TotalAmt |
| Program Services | $33,130 | ProgramServicesAmt |
| Management And General | $9,502 | ManagementAndGeneralAmt |
| Fundraising | $18,289 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,382 | TotalAmt |
| Program Services | $27,490 | ProgramServicesAmt |
| Management And General | $7,952 | ManagementAndGeneralAmt |
| Fundraising | $15,940 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,227 | TotalAmt |
| Management And General | $38,227 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,400 | TotalAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,550 | TotalAmt |
| Program Services | $28,815 | ProgramServicesAmt |
| Management And General | $1,204 | ManagementAndGeneralAmt |
| Fundraising | $3,531 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,035 | TotalAmt |
| Program Services | $112,765 | ProgramServicesAmt |
| Management And General | $13,275 | ManagementAndGeneralAmt |
| Fundraising | $25,995 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,422 | TotalAmt |
| Program Services | $99,894 | ProgramServicesAmt |
| Management And General | $15,538 | ManagementAndGeneralAmt |
| Fundraising | $9,990 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,402 | TotalAmt |
| Program Services | $6,403 | ProgramServicesAmt |
| Management And General | $8,943 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,066 | TotalAmt |
| Program Services | $6,214 | ProgramServicesAmt |
| Management And General | $7,256 | ManagementAndGeneralAmt |
| Fundraising | $596 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,408 | TotalAmt |
| Program Services | $21,926 | ProgramServicesAmt |
| Management And General | $3,289 | ManagementAndGeneralAmt |
| Fundraising | $2,193 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CERT Funds | $48,000 | $48,000 | ||
| Burn survivor support | $37,595 | $37,367 | $228 | |
| Supplies and Equipment | $76,355 | $15,099 | $43,205 | $18,051 |
| Event Expenses | $135,450 | $117,810 | $1,037 | $16,603 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,597 | TotalAmt |
| Program Services | $5,805 | ProgramServicesAmt |
| Management And General | $13,792 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,628,685 | TotalAmt |
| Program Services | $979,564 | ProgramServicesAmt |
| Management And General | $294,097 | ManagementAndGeneralAmt |
| Fundraising | $355,024 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,678 | BOYAmt |
| EOY | $110,492 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,771 | BOYAmt |
| EOY | $6,498 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,212 | BOYAmt |
| EOY | $7,413 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,734 | BOYAmt |
| EOY | $20,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,414 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,927 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,944 | BOYAmt |
| EOY | $32,487 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,936 | BOYAmt |
| EOY | $2,001,357 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,908 | BOYAmt |
| EOY | $419,283 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,183 | BOYAmt |
| EOY | $2,598,464 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,471 | BOYAmt |
| EOY | $82,694 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,352 | BOYAmt |
| EOY | $15,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,823 | BOYAmt |
| EOY | $108,370 | 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 | $2,297,170 | BOYAmt |
| EOY | $2,086,487 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,190 | BOYAmt |
| EOY | $403,607 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,394,360 | BOYAmt |
| EOY | $2,490,094 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,183 | BOYAmt |
| EOY | $2,598,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$398,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $157,580 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $336,908 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $1,458,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,332,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,213,604 | CurrentTaxYearAmt |
| Total | $6,965,428 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,458,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,332,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,213,604 | CurrentTaxYearAmt |
| Total | $6,965,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,965,428 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,642 | CurrentTaxYearAmt |
| Total | $203,140 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,050 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,174,618 | TotalSupportAmt |
| Public Support CY170 | 0.97080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97910 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,853,542 | BeginningYearBalanceAmt |
| Contributions | $40,050 | ContributionsAmt |
| Investment Earnings Or Losses | $212,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,867 | OtherExpendituresAmt |
| Administrative Expenses | $19,125 | AdministrativeExpensesAmt |
| End Year Balance | $1,974,059 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,055,590 | BeginningYearBalanceAmt |
| Contributions | $50,522 | ContributionsAmt |
| Investment Earnings Or Losses | -$231,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,752 | OtherExpendituresAmt |
| Administrative Expenses | $18,696 | AdministrativeExpensesAmt |
| End Year Balance | $1,853,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,638,421 | BeginningYearBalanceAmt |
| Contributions | $223,695 | ContributionsAmt |
| Investment Earnings Or Losses | $214,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,595 | OtherExpendituresAmt |
| Administrative Expenses | $18,288 | AdministrativeExpensesAmt |
| End Year Balance | $2,055,590 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,312,992 | BeginningYearBalanceAmt |
| Contributions | $153,111 | ContributionsAmt |
| Investment Earnings Or Losses | $187,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,583 | OtherExpendituresAmt |
| Administrative Expenses | $12,890 | AdministrativeExpensesAmt |
| End Year Balance | $1,638,421 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,141,428 | BeginningYearBalanceAmt |
| Contributions | $5,166 | ContributionsAmt |
| Investment Earnings Or Losses | $180,845 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,536 | OtherExpendituresAmt |
| Administrative Expenses | $11,911 | AdministrativeExpensesAmt |
| End Year Balance | $1,312,992 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,962 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,965 | DepreciationAmt |
| Book Value | $32,487 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,487 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Endowment Funds | $1,906,818 | F |
| Non-Endowment Funds | $94,539 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,001,357 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interest in assets held at San Diego Foundation | $67,240 |
| Right of use asset | $15,676 |
| Beneficial Interest in charitable term trust | $336,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $419,283 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Lease liability | $15,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,676 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,387,623 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $157,580 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $112 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $157,692 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,229,931 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,229,931 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,628,797 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $112 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $112 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,628,685 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,628,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 2 | FormAndLineReferenceDesc |
| Explanation | Management has determined that the Organization is not subject to unrelated business income tax and have not filed an Exempt Organization Business Income Tax Return with the IRS for the year ended December 31, 2023. The Organizations management has evaluated its tax positions and related income tax contingencies. Management does not believe that any material uncertain tax positions exist. Accordingly, there are no tax positions that qualify for recognition or disclosure in the financial statements. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spirit of Courage | Event1Nm |
| Gross Receipts Event1 | $42,128 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,728 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,885 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,241 | FoodAndBeverageEvent1Amt |
| Event2 | Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $96,807 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $89,324 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,483 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,376 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,497 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $164,468 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $135,840 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $28,628 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $334 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $7,870 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $303,403 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $264,564 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,839 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,595 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,608 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $67,203 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,364 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The 990 is sent to all Board members via email. All Board members approve prior to filing. |
| Form 990, Part VI, Section B, Line 12c | The Board recruitment committee reviews the conflict of interest policies with new board members and all members sign a conflict of interest policy statement at that time. Board members are reminded every year of the conflict of interest policies with the new version of the Board manual. |
| Form 990, Part VI, Section B, Line 15c | The Executive Director is reviewed yearly by the personnel committee, yearly raises are given based on review and board suggestions based on industry averages. |
| Form 990, Part VI, Section B, Line 15b | All key employees are subject to compensation review annually by the Executive Director. |
| Form 990, Part VI, Section C, Line 19 | The Organization makes its governing documents, conflict of interest policy and financial statements available upon request. |
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