FRIENDS OF THE ORPHANS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE ORPHANS (EIN 65-1229309)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-10-27
- IRS object ID
- 202303009349300435
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-27T09:43:45-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 W LINCOLN HWY STE 210W | AddressLine1Txt |
| City | SCHERERVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46375 | 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 | 651229309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE ORPHANS | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A NPH-USA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 3123867499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N LASALLE STREET 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DEINHART | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3123867499 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | DEINHART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONICA G JOHNSON | PreparerPersonNm |
| PTIN | P01325376 | PTIN |
| Phone | 2198647300 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JOHN DEINHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N LASALLE STREET 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,259,940 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NPHUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WE ARE DEDICATED TO TRANSFORMING THE LIVES OF ORPHANED, ABANDONED AND DISADVANTAGED CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,100,351 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,291,381 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,187 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $552,889 | PYOtherRevenueAmt |
| CY Other Revenue | $381,867 | CYOtherRevenueAmt |
| PY Total Revenue | $16,657,427 | PYTotalRevenueAmt |
| CY Total Revenue | $18,686,958 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,801,706 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,357,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,344,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,986,973 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,065,820 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,442,203 | PYOtherExpensesAmt |
| CY Other Expenses | $1,950,372 | CYOtherExpensesAmt |
| PY Total Expenses | $14,588,601 | PYTotalExpensesAmt |
| CY Total Expenses | $17,294,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,068,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,392,246 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,523,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,866,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,193,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,718,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,329,710 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,147,886 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,665,045 | ExpenseAmt |
| Grant | $12,357,367 | GrantAmt |
| Desc | THE ORGANIZATION IS DEDICATED TO THE MISSION OF RAISING AND TRANSFORMING THE LIVES OF ORPHANED, ABANDONED AND DISADVANTAGED CHILDREN IN NINE LATIN AMERICAN AND CARIBBEAN COUNTRIES THROUGH SUPPORT OF NUESTROS PEQUENOS HERMANOS AND INCREASING PUBLIC AWARENESS OF THEIR PLIGHT. | Desc |
| Total Program Service Expenses | $13,665,045 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | 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 |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN DELGADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123867499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N LASALLE STREET 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606021036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CINDY SHINSKY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DUFFEY | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MIGUEL VENEGAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| KARIN-JOYCE KJ TJON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA FOGLER | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEE HUNTSMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAT MCCORMICK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF STEVENS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REGINA MUSECH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY MCNAMARA CORLEY | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHRIS HEIM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MEYER | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN DEINHART | ||||||||
| PRESIDENT & CEO | 40.00 | $228,585 | $0 | $14,806 | Yes (X) | 2.00 | ||
| CHRISTIAN DELGADO | ||||||||
| CFO & COO | 40.00 | $205,000 | $0 | $14,806 | Yes (X) | 2.00 | ||
| XAVIER WALKER | ||||||||
| VP OF DONOR RELATIONS | 40.00 | $115,915 | $0 | $7,611 | Yes (X) | |||
| STEPHANIE POMMIER | ||||||||
| VP OF DONOR RELATIONS | 40.00 | $122,686 | $0 | $5,000 | Yes (X) | |||
| CHARLES ALLWORTH | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $119,451 | $0 | $2,889 | Yes (X) | |||
| JENNIFER RAYNO | ||||||||
| VP OF DONOR RELATIONS | 40.00 | $125,427 | $0 | $11,361 | Yes (X) | |||
| TEMPIE THOMPSON | ||||||||
| DIRECTOR OF DONOR RELATIONS | 40.00 | $114,100 | $0 | $9,806 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,031,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,848,697 | FundraisingAmt |
| Related Organizations | $945,750 | RelatedOrganizationsAmt |
| Government Grants | $528,796 | GovernmentGrantsAmt |
| All Other Contributions | $14,968,138 | AllOtherContributionsAmt |
| Noncash Contributions | $1,251,094 | NoncashContributionsAmt |
| Total Contributions | $18,291,381 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,724 | TotalRevenueColumnAmt |
| Exclusion | $2,724 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,364 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,378 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,986 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,986 | TotalRevenueColumnAmt |
| Exclusion | $10,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $906,437 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,848,697 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $534,604 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,833 | TotalRevenueColumnAmt |
| Exclusion | $371,833 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $10,034 | TotalRevenueColumnAmt |
| Exclusion | $10,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,034 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,686,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $395,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,357,367 | TotalAmt |
| Program Services | $12,357,367 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,181 | TotalAmt |
| Program Services | $250,301 | ProgramServicesAmt |
| Management And General | $158,579 | ManagementAndGeneralAmt |
| Fundraising | $89,301 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,862 | TotalAmt |
| Program Services | $649,581 | ProgramServicesAmt |
| Management And General | $435,213 | ManagementAndGeneralAmt |
| Fundraising | $946,068 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,837 | TotalAmt |
| Program Services | $19,177 | ProgramServicesAmt |
| Management And General | $14,746 | ManagementAndGeneralAmt |
| Fundraising | $31,914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,119 | TotalAmt |
| Program Services | $60,207 | ProgramServicesAmt |
| Management And General | $40,473 | ManagementAndGeneralAmt |
| Fundraising | $78,439 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,974 | TotalAmt |
| Program Services | $75,253 | ProgramServicesAmt |
| Management And General | $49,675 | ManagementAndGeneralAmt |
| Fundraising | $88,046 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Fundraising | $22,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,778 | TotalAmt |
| Management And General | $41,778 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,400 | TotalAmt |
| Program Services | $49,204 | ProgramServicesAmt |
| Management And General | $93,196 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,232 | TotalAmt |
| Fundraising | $77,232 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,661 | TotalAmt |
| Program Services | $12,850 | ProgramServicesAmt |
| Management And General | $83,529 | ManagementAndGeneralAmt |
| Fundraising | $67,282 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,754 | TotalAmt |
| Program Services | $91,826 | ProgramServicesAmt |
| Management And General | $75,300 | ManagementAndGeneralAmt |
| Fundraising | $148,628 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,684 | TotalAmt |
| Program Services | $72,397 | ProgramServicesAmt |
| Management And General | $60,435 | ManagementAndGeneralAmt |
| Fundraising | $51,852 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,690 | TotalAmt |
| Management And General | $99,690 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,554 | TotalAmt |
| Management And General | $22,554 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| BANK AND CREDIT CARD FE | $153,473 | $11,372 | $142,101 | |
| LICENSES AND FEES | $121,907 | $121,907 | ||
| CULTIVATION | $94,479 | $94,479 | ||
| HOSPITALITY & MEALS | $34,599 | $34,599 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,161 | TotalAmt |
| Program Services | $26,882 | ProgramServicesAmt |
| Management And General | $220,801 | ManagementAndGeneralAmt |
| Fundraising | $228,478 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,294,712 | TotalAmt |
| Program Services | $13,665,045 | ProgramServicesAmt |
| Management And General | $1,563,847 | ManagementAndGeneralAmt |
| Fundraising | $2,065,820 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,923,497 | BOYAmt |
| EOY | $8,300,293 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,232 | BOYAmt |
| EOY | $622,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,320 | BOYAmt |
| EOY | $100,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $851,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $725,856 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,965 | BOYAmt |
| EOY | $125,789 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,384 | BOYAmt |
| EOY | $2,717,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,523,398 | BOYAmt |
| EOY | $11,866,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,011 | BOYAmt |
| EOY | $2,696,074 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,677 | BOYAmt |
| EOY | $22,471 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,688 | BOYAmt |
| EOY | $2,718,545 | 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 | $4,006,178 | BOYAmt |
| EOY | $5,801,528 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,323,532 | BOYAmt |
| EOY | $3,346,358 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,329,710 | BOYAmt |
| EOY | $9,147,886 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,523,398 | BOYAmt |
| EOY | $11,866,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,392,246 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$631 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$573,439 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $18,503,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,689,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,689,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,036,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,291,381 | CurrentTaxYearAmt |
| Total | $97,210,604 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,503,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,689,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,689,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,036,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,291,381 | CurrentTaxYearAmt |
| Total | $97,210,604 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,513,781 | SubstantialContributorsTotAmt |
| Public Support Total170 | $90,696,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,710 | CurrentTaxYearAmt |
| Total | $138,267 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,034 | CurrentTaxYearAmt |
| Total | $107,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $97,456,628 | TotalSupportAmt |
| Public Support CY170 | 0.93060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84740 | 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 | $3,116,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$573,439 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,543,511 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,837,781 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $279,169 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,116,950 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,478,119 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $359,662 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,837,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,789,126 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$311,007 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,478,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,566,656 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $222,470 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,789,126 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $851,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $725,856 | DepreciationAmt |
| Book Value | $125,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $125,789 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER CURRENT ASSETS | $23,921 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,543,511 |
| BENEFICIAL INTEREST IN LAND TRUST | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,717,432 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO FATHER WASSON LEGACY ENDOWMENT, INC. #91-2005679 | Desc |
| Amt | $22,471 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,471 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,112,888 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$631 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$573,439 | OtherRevenueAmt |
| Revenue Not Reported | -$574,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,686,958 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,686,958 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,294,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,294,712 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,294,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ARIZONA IRREVOCABLE ENDOWMENT TRUST FUND WAS ESTABLISHED TO GENERATE INCOME FOR THE BENEFIT OF THE NUESTROS PEQUENOS HERMANOS (NPH) ORPHANAGE IN CUERNAVACA, MEXICO, AREAS SERVED BY NPH MEXICO, OR NEEDY CHILDREN IN OTHER AREAS OF THE WORLD. THE PROCTOR TRUST WAS ESTABLISHED TO GENERATE INCOME FOR THE ORGANIZATION'S PROGRAM SERVICES. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSTIONS AT JUNE 30, 2022 AND JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUSTS -573,439. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,107,119 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $645,338 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $461,781 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $182,645 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $609,728 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $379,845 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $229,883 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $250,248 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 55 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,038,287 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $823,514 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $214,773 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $101,711 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,755,134 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,848,697 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $906,437 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $534,604 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $534,604 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $371,833 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| NUESTROS PEQUENOS HERMANOS | ||||||||||
| 8507 ASHGROVE PLANTATION CIRCLE | VIENNA | VA | 22182 | 205905144 | 501(C)(3) | $10,971,262 | $0 | SUPPORT ORPHANED AND DISADVANTAGED CHILDREN | ||
| CATHOLIC MEDICAL MISSION BOARD | ||||||||||
| 100 WALL STREET | NEW YORK | NY | 10005 | 135602319 | 501(C)(3) | $0 | $1,212,304 | SUPPORT ORPHANED AND DISADVANTAGED CHILDREN | FMV | MEDICINE AND MEDICAL SUPPLIES |
| MISSION UKRAINE | ||||||||||
| 525 N GILBERT ST | ANAHEIM | CA | 92801 | 954824028 | $0 | $38,790 | SUPPORT ORPHANED AND DISADVANTAGED CHILDREN | FMV | MEDICINE AND MEDICAL SUPPLIES | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FRIENDS SUPPORTS THE ANNUAL OPERATING BUDGETS AND SPECIAL PROJECTS OF THE NINE HOMES WHICH OPERATE UNDER THE UMBRELLA OF NUESTROS PEQUENOS HERMANOS INTERNATIONAL (NPHI) AND ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FRIENDS AND NPHI HAVE SIGNED AN AFFILIATION AGREEMENT WHICH FORMALIZES THEIR MUTUAL UNDERSTANDING AND COMMITMENT. IN ADDITION, OUR CFO SITS ON THE NPH FINANCE COMMITTEE AND REVIEWS THE PROPOSED BUDGETS AND MONTHLY RESULTS OF EACH HOME. THESE REVIEWS INCLUDE, IF REQUESTED, A DETAILED DESCRIPTION OF USES OF GRANT MONEY. NPH USA PROVIDES IN-KIND GOODS TO OTHER CHARITIES SUPPORTING VULNERABLE CHILDREN IN INSTANCES WHERE NPH USA IS OFFERED IN-KIND GOODS THAT CAN'T BE USED BY NPH PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN DEINHART | ||||||||||||||
| PRESIDENT & CEO | $210,000 | $0 | $18,585 | $0 | $0 | $0 | $5,000 | $0 | $9,806 | $0 | $243,391 | $0 | $0 | $0 |
| CHRISTIAN DELGADO | ||||||||||||||
| CFO & COO | $205,000 | $0 | $0 | $0 | $0 | $0 | $5,000 | $0 | $9,806 | $0 | $219,806 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,251,094 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE QUANTITIES REPORTED IN PART I, COLUMN (B), REPRESENT THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE FORM 990 PER THE BOARD OF DIRECTORS' INSTRUCTION. SUBSEQUENT TO THIS REVIEW, THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS AND MANAGEMENT. THE AUDIT COMMITEE RESPONDS TO THE BOARD OF DIRECTORS' QUESTIONS AND RESOLVE ALL ISSUES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED BY ALL BOARD MEMBERS ANNUALLY, AND ARE REVIEWED AND SIGNED BY THE BOARD CHAIR. CONFLICTS OF INTEREST DISCLOSURE FORMS ARE ALSO COMPLETED ANNUALLY BY MANAGEMENT STAFF AND REVIEWED AND SIGNED BY THE CEO. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES AND UPDATE THEIR ANNUAL DISCLOSURES. AT THE BEGINNING OF EVERY BOARD MEETING, THE CHAIR ASKS MEMBERS TO DISCLOSE WHETHER THEY HAVE ANY CONFLICT OF INTEREST PERTINENT TO THE MEETING AGENDA. IF ANY ARE DISCLOSED, THE MEMBER IS EXCUSED SO THAT THE BOARD CAN DISCUSS AND DETERMINE WHETHER THE CONFLICT IS MATERIAL ENOUGH TO PRECLUDE THE BOARD MEMBER'S PARTICIPATION IN THE DISCUSSION AND/OR VOTE. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED AT THE MEETING, PRIOR TO THE DISCUSSION. 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. 3. A COMPARATIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURES OF CONFLICTS INVOLVING STAFF ARE MADE TO THE CEO (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO FRIENDS OF THE ORPHANS. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF FRIENDS OF THE ORPHANS AND THE ADVANCEMENT OF ITS PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE INDEPENDENT BOARD OF DIRECTORS IS RESPONSIBLE FOR APPROVING COMPENSATION OF THE CEO BASED ON A RECOMMENDATION BY THE HUMAN RESOURCE COMMITTEE (HR). HR COLLECTS COMPARATIVE DATA ANNUALLY TO DETERMINE REASONABLENESS. HR EVALUATES THE CEO'S COMPENSATION AND DEVELOPS CEO GOALS ANNUALLY AND EVALUATES PERFORMANCE ANNUALLY AND SEMIANNUALLY. THE BOARD OF DIRECTORS DOCUMENTS COMPENSATION APPROVAL IN WRITING. OTHER OFFICER SALARIES ARE DETERMINED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE ONLINE AND THROUGH A PUBLIC FILING. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUST -573,439. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| PART 1, SECTION B | 1 FORM 990, PAGE 1, PART I 11 OTHER REVENUE ORIGINAL AMOUNT 383,143.00 AMENDED AMOUNT 381,867.00 UPDATES NECESSARY TO AGREE TO FINAL AUDITED FINANCIAL STATEMENTS. 12 TOTAL REVENUE ORIGINAL AMOUNT 18,688,234.00 AMENDED AMOUNT 18,686,958.00 15 SALARIES, OTHER COMPENSATION ORIGINAL AMOUNT 2,923,816.00 AMENDED AMOUNT 2,986,973.00 17 OTHER EXPENSES ORIGINAL AMOUNT 1,990,657.00 AMENDED AMOUNT 1,950,372.00 18 TOTAL EXPENSES ORIGINAL AMOUNT 17,271,840.00 AMENDED AMOUNT 17,294,712.00 19 REVENGE LESS EXPENSES ORIGINAL AMOUNT 1,416,394.00 AMENDED AMOUNT 1,392,246.00 21 TOTAL LIABILITIES ORIGINAL AMOUNT 2,655,388.00 AMENDED AMOUNT 2,718,545.00 22 NET ASSETS ORIGINAL AMOUNT 9,211,043.00 AMENDED AMOUNT 9,147,886.00 2 FORM 990, PAGE 2, PART II, LINE 4A EXPENSES 13,615,439.00 13,665,045.00 AGREES TO FINAL AUDITED NUMBERS 3 FORM 990, PAGE 2, PART II, LINE 4E TOTAL PROGRAM SERVICE EXPENSES 13,615,439.00 13,665,045.00 AGREES TO FINAL AUDITED NUMBERS 4 FORM 990, PAGE 7, PART VII, 1 A LINE 9, JOHN DUFFEY ADDED OFFICER AS IT'S APPLICABLE LINE 10 MIGUEL VENEGAS REDUCED HOURS IN B FROM 40 TO 2, REMOVED OFFICER DESIGNATION AND UPDATED TO TRUSTEE 5 FORM 990, PART VIII, LINE 1E GOVERNMENT GRANTS (CONTRIBUTIONS) ORIGINAL AMOUNT - AMENDED AMOUNT 528,796.00 INCLUDED PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS IN GOVERNMENT CONTRIBUTIONS AND REMOVED FROM OTHER CONTRIBUTIONS. FORM 990, PART VIII, LINE 1F ALL OTHER CONTRIBUTIONS ORIGINAL AMOUNT 15,496,934.00 AMENDED AMOUNT 14,968,138.00 6 FORM 990, PART VIII, LINE 8B LESS: DIRECT EXPENSES ORIGINAL AMOUNT 533,328.00 AMENDED AMOUNT 534,604.00 INCREASE DIRECT EXPENSE FOR AUDITED NUMBERS FORM 990, PART VIII, LINE 8C NET INCOME OR (LOSS) ORIGINAL AMOUNT 373,109.00 AMENDED AMOUNT 371,833.00 ADJUSTED TO AGREE TO AUDIT. FORM 990, PART VIII, LINE 12 TOTAL REVENUE ORIGINAL AMOUNT 18,688,234.00 AMENDED AMOUNT 18,686,958.00 ADJUSTED TO AGREE TO AUDIT. 7 FORM 990, PART IX, COLUMN B, LINE 7 PROGRAM OTHER SALARIES AND WAGES ORIGINAL AMOUNT 586,424.00 AMENDED AMOUNT 649,581.00 INCREASE PROGRAM SALARY. 8 FORM 990, PART IX, COLUMN C AND D, LINE 10 M&G/FUNDRAISING PAYROLL TAXES M&G FUNDRAISING REALLOCATED PAYROLL TAXES BETWEEN MANAGEMENT AND GENERAL AND FUNDRAISING TO AGREE TO AUDITED STATEMENT OF FUNCTIONAL EXPENSE ORIGINAL AMOUNT 88,046.00 ORIGINAL AMOUNT 49,675.00 AMENDED AMOUNT 49,675.00 AMENDED AMOUNT 88,046.00 M&G FUNDRAISING 9 FORM 990, PART IX, LINE 11B LEGAL ORIGINAL AMOUNT 35,975.00 AMENDED AMOUNT - UPDATED TO AGREE TO AUDITED STATEMENT OF FUNCTIONAL EXPENSE ORIGINAL AMOUNT 0 AMENDED AMOUNT 22000 M&G M&G FORM 990 PART IX LINE 11B ACCOUNTING ORIGINAL AMOUNT 16812 AMENDED AMOUNT 41778 FUNDRAISING FUNDRAISING 10 FORM 990, PART IX, COLUMN D, LINE 17 FUNDRAISING TRAVEL ORIGINAL AMOUNT 101,852.00 AMENDED AMOUNT 51,852.00 UPDATED TO AGREE TO AUDITED STATEMENT OF FUNCTIONAL EXPENSE 11 FORM 990 PART IX COLUMN B & C LINE 24D PROGRAM/M&G HOSPITALITY & MEALS M&G PROGRAM REALLOCATE HOSPITALITY & MEALS EXPENSE FROM A SPLIT BETWEEN PROGRAM AND M&G TO ONLY M&G. ORIGINAL AMOUNT 21,048.00 ORIGINAL AMOUNT 13,551.00 AMENDED AMOUNT 34,599.00 AMENDED AMOUNT - M&G PROGRAM FUNDRAISING 12 FORM 990, PART IX, COLUMN D, LINE 25 TOTAL FUNCTIONAL EXPENSES ORIGINAL AMOUNT 1,599,676.00 13,615,439.00 2,056,725.00 UPDATES TO AGREE TO AUDITED STATEMENT OF FUNCTIONAL EXPENSE.. AMENDED AMOUNT 1,563,847.00 13,655,045.00 2,065,820.00 13 FORM 990 PART X LINE 17 ACCOUNTS PAYABLE & ACCRUED EXPENSES ORIGINAL AMOUNT 2,632,917.00 AMENDED AMOUNT 2,696,074.00 INCLUDED ADJUSTMENT TO AP/ACCRUALS. FORM 990 PART X LINE 26 TOTAL LIABILITIES ORIGINAL AMOUNT 2,655,388.00 AMENDED AMOUNT 2,718,545.00 AGREE TO AUDIT 14 FORM 990 PART X LINE 27 NET ASSETS WITHOUT DONOR RESTRICTIONS ORIGINAL AMOUNT 5,864,685.00 AMENDED AMOUNT 5,801,528.00 ADJUST NET ASSETS COINCIDE WITH OTHER ADJUSTMENTS. FORM 990, PART X, LINE 32 TOTAL NET ASSETS OR FUND BALANCES ORIGINAL AMOUNT 9,211,043.00 AMENDED AMOUNT 9,147,886.00 FORM 990, PART XI, LINE 1 TOTAL REVENUE ORIGINAL AMOUNT 18,688,234.00 AMENDED AMOUNT 18,686,958.00 ADJUST TO AGREE TO AUDITED FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 2 TOTAL EXPENSES ORIGINAL AMOUNT 17,271,840.00 AMENDED AMOUNT 17,294,712.00 FORM 990, PART XI, LINE 3 REVENUES LESS EXPENSES ORIGINAL AMOUNT 1,416,394.00 AMENDED AMOUNT 1,392,246.00 15 FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS ORIGINAL AMOUNT 38,378.00 AMENDED AMOUNT (631.00) ADJUST TO AGREE TO AUDITED FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 10 NET ASSETS OR FUND BALANCES ORIGINAL AMOUNT 9,211,043.00 AMENDED AMOUNT 9,147,886.00 16 SCHEDULE A PART II, SECTION A, COLUMN E, LINE 1, LINE 4 & SECTION B LINE 7 GIFTS, GRANTS, CONTRIBUTIONS, AND MEMBERSHIP FEES RECEIVED ORIGINAL AMOUNT 18,987,383.00 AMENDED AMOUNT 18,291,381.00 TO TIE TO REVENUES RECEIVED IN 990 FORM. 17 SCHEDULE A PART VI SCHEDULE A SUPPLEMENTAL INFORMATION REMOVED STATEMENT AS YEAR-END DATE OF 6/30 HAS REMAINED CONSISTENT 2020-2021. 18 SCHEDULE A, PART II, SECTION A, LINE 5 THE PORTION OF TOTAL CONTRIBUTIONS BY EACH PERSON INCLUDED ON LINE 1 THAT EXCEEDS 2% OF THE AMOUNT SHOWN ON LINE11, COLUMN F ORIGINAL AMOUNT 6,431,564.00 AMENDED AMOUNT 6,513,781.00 INCLUDED ALL AMOUNTS OVER 2% THRESHOLD. 19 SCHEDULE A, PART II, SECTION C, LINE 14 PUBLIC SUPPORT PERCENTAGE FOR 2021 (LINE 6, COLUMN (F), DIVIDED BY LINE 11, COLUMN (F)) ORIGINAL AMOUNT 93.20% AMENDED AMOUNT 93.06% WITH CHANGE AT LINE 6, COLUMN (F) AND LINE 11, COLUMN (F), CALCULATION CHANGED. 20 SCHEDULE B PART I BOX 1 THE ELMA PHILANTHROPIES SERVICES CHANGED TO NEW NAME AND ADDRESS. 21 SCHEDULE B PART I BOX 7 SMALL BUSINESS ADMINISTRATION ADDED SBA LOAN FORGIVENESS. 22 SCHEDULE D PART V COLUMN A LINE C NET INVESTMENT EARNINGS, GAINS, AND LOSSES ORIGINAL AMOUNT - AMENDED AMOUNT (573,439.00) INCLUDED ACTUAL ACTIVITY. 23 SCHEDULE D, PART V, COLUMN (A), 1A AND COLUMB (B) LINE 1G BEGINNING OF YEAR BALANCE (CURRENT YEAR), END OF YEAR BALANCE (PRIOR YEAR) ORIGINAL AMOUNT 2,718,653.00 AMENDED AMOUNT 3,116,950.00 UPDATE TO ACTUAL PER AUDIT. 24 SCHEDULE D, PART V, COLUMN (A), LINE 1F END OF YEAR BALANCE ORIGINAL AMOUNT 2,718,653.00 AMENDED AMOUNT 2,543,511.00 UPDATE TO ACTUAL PER AUDIT. 25 SCHEDULE D PART XI LINE 1 TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS ORIGINAL AMOUNT 18,647,492.00 AMENDED AMOUNT 18,112,888.00 CHANGED TO TIE TO FINANCIAL STATEMENTS. 26 SCHEDULE D PART XI LINE 2E ADD LINES 2A THROUGH 2D (REVENUE RECONCILING ITEMS) ORIGINAL AMOUNT (40,742.00) AMENDED AMOUNT (574,070.00) CHANGED NET UNREALIZED GAINS(LOSSES) TO TIE TO FINANCIAL STATEMENTS. ALSO INCLUDED CHANGE IN BENEFICIAL INTEREST. BOTH TOTALING $574,070. 27 SCHEDULE D PART XI LINE 5 TOTAL REVENUE ORIGINAL AMOUNT 18,688,234.00 AMENDED AMOUNT 18,686,958.00 UPDATES TO AGREE TO AUDITED FIGURES. 28 SCHEDULE D, PART XII, LINE 1 TOTAL EXPENSES AND LOSSES PER AUDITED FINANCIAL STATEMENTS ORIGINAL AMOUNT 17,766,159.00 AMENDED AMOUNT 17,294,712.00 UPDATES TO AGREE TO AUDITED FIGURES. 29 SCHEDULE D PART XI LINE 2E ADD LINES 2A THROUGH 2D (RECONCILING ITEMS) ORIGINAL AMOUNT 494,319.00 AMENDED AMOUNT - UPDATES TO AGREE TO AUDITED FIGURES. 30 SCHEDULE D PART XI LINE 5 TOTAL EXPENSES ORIGINAL AMOUNT 17,271,840.00 AMENDED AMOUNT 17,294,712.00 UPDATES TO AGREE TO AUDITED FIGURES. 31 SCHEDULE G PART II COLUMN C LINE 9 OTHER DIRECT EXPENSES ORIGINAL AMOUNT 100,435.00 AMENDED AMOUNT 101,711.00 ADJUST FOR INCREASE IN OTHER DIRECT EXPENSES. 32 SCHEDULE G PART II COLUMN D OTHER DIRECT EXPENSES LINE 9, DIRECT EXPENSE SUMMARY LINE 10 ORIGINAL AMOUNT 533,328.00 AMENDED AMOUNT 534,604.00 ADJUST TO AGREE AUDITED FIGURES. 33 SCHEDULE G PART II COLUMN D LINE 11 NET INCOME SUMMARY ORIGINAL AMOUNT 373,109.00 AMENDED AMOUNT 371,833.00 ADJUST TO AGREE AUDITED FIGURES. 31 SCHEDULE R PART V SECTION 2 LINE 1 & 2 2 (1), C ORIGINAL AMOUNT - AMENDED AMOUNT 945,750.00 INCLUDED RELATED PARTY TRANSACTIONS PREVIOUSLY OMITTED. 2 (2), L ORIGINAL AMOUNT - AMENDED AMOUNT 10,000.00 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FATHER WASSON LEGACY ENDOWMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 NORTH LASALLE STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912005679 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPH-USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE ORPHANS IRREVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N LASALLE STREET 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPH-USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | -$442,304 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,838,224 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FWLEI | ||
| C | $945,750 | CASH |
| FWLEI | ||
| L | $10,000 | ACCOUNTING, CASH |
Comments