NORTHSHORE SCHOOLS FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHSHORE SCHOOLS FOUNDATION (EIN 91-1680139)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-18
- IRS object ID
- 202300109349300615
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-18T13:34:19-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431988101 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rebecca Thomas CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2912 187th Place SE | AddressLine1Txt |
| City | Bothell | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911680139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHSHORE SCHOOLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 4254087680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 Monte Villa Parkway | AddressLine1Txt |
| City | Bothell | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carmin Dalziel | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 4254087680 | PhoneNum |
| Signature | 2022-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Thomas | PreparerPersonNm |
| PTIN | P01315128 | PTIN |
| Phone | 4252051193 | PhoneNum |
| Preparation | 2022-10-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Carmin Dalziel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 Monte Villa Parkway | AddressLine1Txt |
| City | Bothell | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,667,007 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nsdfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | We raise funds and build community partnerships to maximize the educational successes for all Northshore students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,146,293 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,715,437 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,608 | PYInvestmentIncomeAmt |
| CY Investment Income | -$71,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,160 | PYOtherRevenueAmt |
| CY Other Revenue | -$24,571 | CYOtherRevenueAmt |
| PY Total Revenue | $1,306,061 | PYTotalRevenueAmt |
| CY Total Revenue | $1,619,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $350,839 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,279,332 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $210,121 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $322,176 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $86,556 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $141,152 | PYOtherExpensesAmt |
| CY Other Expenses | $169,887 | CYOtherExpensesAmt |
| PY Total Expenses | $702,112 | PYTotalExpensesAmt |
| CY Total Expenses | $1,771,395 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $603,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$151,533 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,090,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,060,808 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $907,956 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To raise funds and building community partnerships that enhance and inspire learning potential, remove barriers and build skills for life, thereby maximizing educational success for all Northshore students. To be the catalyst for programs and activities that amplify district priorities for student and teacher education and excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,307,236 | ExpenseAmt |
| Grant | $108,269 | GrantAmt |
| Revenue | $10,897 | RevenueAmt |
| Desc | Removing Barriers supports academic success for those students furthest from racial and educational justice. In 2021-22, Removing Barriers provided $69,459 in assistance to 296 families for students experiencing limitations to their potential. Our funds aided with everything between utility support to scholarships to attend national competitions. We supported 93 families who were impacted by sudden crisis by providing grocery funds. Our students experiencing homelessness received support for personal and school needs amounting to nearly $17,000. We partnered with the NSD, the YMCA and the City of Kenmore to provide a free summer camp experience for students and families who needed it most. We also provided backpacks and school supplies to more than 1,600 students. This year also we partnered with the City of Kenmore to provide direct cash assistance to families in the city who qualified as low income, ultimately serving 500 households. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $173,287 | ExpenseAmt |
| Grant | $157,400 | GrantAmt |
| Revenue | $68,747 | RevenueAmt |
| Desc | ENHANCE & INSPIRE LEARNING- This year our classroom grants program broke all previous records, and we funded 66 grants at 21 schools across the district. We made completed a 5 year commitment to refresh the Art Docent Curriculum serving ever elementary in the district and extended the districts SORA subscription to include access to magazines. In the inaugural year of bringing band and orchestra into the school day for elementary students we had a special grant cycle to fund consumable products like reeds for the instruments. We also made an investment in safety by purchasing new radios for communication at our stadium. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,204 | ExpenseAmt |
| Grant | $590 | GrantAmt |
| Revenue | $632 | RevenueAmt |
| Desc | In our second year of our Youth Advisory Board, we are learning to integrate student voice into our programs and services. This group of kids collaborated to share information about mental health resources, initiate new conversations about intramural sports and select members of the group also attended the Board Planning retreat. This year we launched a Skills4Life podcast that features interviews with professionals who are working in careers that are anticipated to be high demand jobs of the future. Our intent is to increase knowledge about possible careers for parents so that they can inspire their students to find careers that will be available and successful when they graduated. We continue to support districtwide CP & Dorothy Johnson awards that honor students for building character and citizenship skills to 2 students at each of our 32 schools. While we traditionally support career days at each of our 6 middle schools, this year all but one of those programs was discontinued. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,486,727 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carmin Dalziel | PersonNm |
| Phone | 4254087680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 Monte Villa Parkway | AddressLine1Txt |
| City | Bothell | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98021 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| Carmin Dalziel | |||||||||
| Executive Director | 40 | 0 | Yes (X) | Yes (X) | $106,995 | $0 | $0 | ||
| Emily Fisher | |||||||||
| Donor Relations & Development Coordinator | 27 | 0 | Yes (X) | $51,933 | $0 | $0 | |||
| Heather Erickson | |||||||||
| Removing Barriers Program Manager | 25 | 0 | Yes (X) | $42,229 | $0 | $0 | |||
| Anthony Moran | |||||||||
| President | 10 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Patsy Treece | |||||||||
| Vice President | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Tim Kalso | |||||||||
| Treasurer | 5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Dyana Berger | |||||||||
| Secretary | 5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Alexis Krogh | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Joe Jonart | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Laura Schmiedeknecht | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Margaret Raihl | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Mary Drews | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Myriam Juritz | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pat Waldrop | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Barry Glenn | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pat Waldrop | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Susan Griner | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ilana Yagudayev | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Blair Mus | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Christy Bowen | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Dana Fialdini | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| David Bishop | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Katie Ruff | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,157 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $298,403 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $966,520 | GovernmentGrantsAmt |
| All Other Contributions | $450,514 | AllOtherContributionsAmt |
| Noncash Contributions | $18,215 | NoncashContributionsAmt |
| Total Contributions | $1,715,437 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$71,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$71,004 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,574 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $298,403 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,145 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,571 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,619,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$71,004 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,571 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,332 | TotalAmt |
| Program Services | $1,279,332 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,885 | TotalAmt |
| Program Services | $116,017 | ProgramServicesAmt |
| Management And General | $79,718 | ManagementAndGeneralAmt |
| Fundraising | $41,150 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,282 | TotalAmt |
| Program Services | $33,206 | ProgramServicesAmt |
| Management And General | $6,488 | ManagementAndGeneralAmt |
| Fundraising | $5,588 | 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 | $16,684 | TotalAmt |
| Management And General | $16,684 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,325 | TotalAmt |
| Program Services | $12,482 | ProgramServicesAmt |
| Management And General | $7,039 | ManagementAndGeneralAmt |
| Fundraising | $3,804 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,513 | TotalAmt |
| Program Services | $22,592 | ProgramServicesAmt |
| Management And General | $15,364 | ManagementAndGeneralAmt |
| Fundraising | $23,557 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,679 | TotalAmt |
| Program Services | $470 | ProgramServicesAmt |
| Management And General | $8,209 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,447 | TotalAmt |
| Program Services | $6,719 | ProgramServicesAmt |
| Management And General | $8,728 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,148 | TotalAmt |
| Program Services | $14,691 | ProgramServicesAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
| Fundraising | $12,457 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,857 | TotalAmt |
| Program Services | $1,026 | ProgramServicesAmt |
| Management And General | $3,831 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Membership Dues | $1,075 | $0 | $1,075 | |
| License, Insurance & Permits | $4,337 | $0 | $4,337 | $0 |
| Merchant Services | $9,831 | $192 | $9,639 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771,395 | TotalAmt |
| Program Services | $1,486,727 | ProgramServicesAmt |
| Management And General | $198,112 | ManagementAndGeneralAmt |
| Fundraising | $86,556 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,034 | BOYAmt |
| EOY | $663,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,950 | BOYAmt |
| EOY | $311,153 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,984 | BOYAmt |
| EOY | $974,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,671 | BOYAmt |
| EOY | $2,226 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,505 | BOYAmt |
| EOY | $64,640 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,176 | BOYAmt |
| EOY | $66,866 | 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 | $1,060,808 | BOYAmt |
| EOY | $907,956 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,808 | BOYAmt |
| EOY | $907,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,984 | BOYAmt |
| EOY | $974,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$151,533 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$1,319 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $538,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $652,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,143,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,715,437 | CurrentTaxYearAmt |
| Total | $4,830,493 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $652,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,143,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,715,437 | CurrentTaxYearAmt |
| Total | $4,830,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,830,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$71,004 | CurrentTaxYearAmt |
| Total | $98,802 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$20,971 | CurrentTaxYearAmt |
| Total | $54,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,983,364 | TotalSupportAmt |
| Public Support CY170 | 0.96932 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92533 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Fundraising Events - Gala, Dine-outs, Wine Walk and Breakfast/Lunch Spring Event | ExplanationTxt |
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 | $382,950 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$71,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $311,153 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,706 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $108,244 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $382,950 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $236,218 | BeginningYearBalanceAmt |
| Contributions | $15,233 | ContributionsAmt |
| Investment Earnings Or Losses | $23,255 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $274,706 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,305 | BeginningYearBalanceAmt |
| Contributions | $5,977 | ContributionsAmt |
| Investment Earnings Or Losses | $16,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $236,218 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,012 | BeginningYearBalanceAmt |
| Contributions | $6,006 | ContributionsAmt |
| Investment Earnings Or Losses | $21,287 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $213,305 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Liabilities | Desc |
| Amt | $64,640 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,640 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | There is a 12-year plan in place and no disbursements will be made during this time. After 2025 the endowment committee will assess and determine if the foundation should start making disbursements. The endowment funds are intended to provide income to cover annual operating expenses such that every additional donation can directly support the foundation's mission. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Breakfast/Lunch Spring Event | Event1Nm |
| Gross Receipts Event1 | $169,867 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $169,867 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,622 | OtherDirectExpensesEvent1Amt |
| Event2 | Gala | Event2Nm |
| Gross Receipts Event2 | $130,299 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $118,651 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,648 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $23,346 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,811 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,885 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,926 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,177 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $320,977 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $298,403 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,574 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,145 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,145 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,571 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Kenmore | |||||||
| 7220 181st Street | Kenmore | WA | 98028 | 911912254 | $914,750 | $0 | These funds are to provide assistance to Kenmore community members who have struggled during and after COVID. |
| Northshore School District | |||||||
| 3330 Monte Villa Parkway | Bothell | WA | 98021 | 911063475 | $163,154 | $0 | The purpose of these grants was to amplify and complement the educational pursuits provided for by the district. We provide funds and services that would not otherwise be available by funding pilot programs, new innovations, academic scholarships, and program grants. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 1 | The purpose of these grants was to amplify and complement the educational pursuits provided for by the district. We provide funds and services that would not otherwise be available by funding pilot programs, new innovations, academic scholarships and program grants. |
| Schedule I, Part I, Line 2 | Grant recipients are asked to sign an attestation that they will use funds as intended by the terms of the grant. They are also asked to complete an annual evaluation that asks them to document the impact that the grant funds had on students. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The 990 is reviewed by the Executive Director and then presented for approval by the Finance Committee and the Executive Board of the Foundation. Once approved at those levels, it is presented to the entire Board. |
| Form 990, Part VI, Section B, Line 12c | Every Director and key employee completes-a-conflict of interest disclosure form and they are reviewed in July by the Executive Committee. |
| Form 990, Part VI, Section B, Line 15 | An annual review is conducted by the Human Resource Committee of the foundation. Performance is measured by industry standards in a consistent evaluation form. Annual goals are established with supervisor and evaluated annually as well. Self-assessment and supervisor assessment are completed separately. The parties come together and use a matrix to determine overall job performance. Bonuses are calculated based on a matrix of measurable results above goals and budget. Results are discussed with the executive committee and reported to the board at an executive meeting. |
| Form 990, Part VI, Section C, Line 19 | The governing documents and financial statements are available upon request. |
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